The Centaurus Wealth Management Department's goal is to help you build stronger relationships with your clients by offering them more value added services and investment choices.
The management team of Centaurus Financial, Inc. realizes the advantage of helping associates build successful practices by offering the opportunity to transition your practice from a transaction based business to fee based business.
As the information age matures, and more discount brokerages, Internet trading firms, and Internet financial web-sites become readily available to the investing public, investors are looking for quality investment advice from qualified advisors to help sort through all the available information. We have positioned our Wealth Management Department to help you succeed in the financial services industry and target high net worth clients and look forward to working with you to achieve this objective.
Our "CLASSIC Plus" program is for representatives who want to offer a fee based brokerage to their clients.
Instead of your clients paying commissions, they have access to thousands of no-load or load-waived mutual funds. Your clients then pay a low quarterly management fee in return for your advice regarding asset allocation, risk management, fund selection, and performance monitoring.
This program is becoming increasingly popular with today's investors because it offers your clients the flexibility to move between funds and fund families without worrying about commissions. Additionally, this program builds relationships by allowing you to meet with your clients and review their account performance quarterly, making adjustments if necessary, and providing your clients with a professional consolidated statement.
The CLASSIC Plus program has three different primary options to allow you to work with your clients to meet their needs.
| ASSET ALLOCATION PROGRAM 12 free mutual fund transactions |
FEE BASED BROKERAGE No transaction Charges |
ASSET ALLOCATION PROGRAM With Transaction Charges |
Also, Centaurus has a vast selection of third party managers from which to choose as listed below. Since the firm has no "preferred" managers, if there is a manager whom you would like added to the list, please contact the Wealth Management Department.
| Third Party Money Managers | ||
| ADVISORport AFM Asset Management AssetMark Investment Services Bell Capital Management, Inc. Brandes Investment Partners Brinker Capital BTS/Bond Timing Inc. Capital Growth Management, Inc. Clark Capital Management Group, Inc Clarke Lanzen Skalla Investment Firm, LLC Curian Capital, LLC Dunham & Associates Eqis Capital Management Fairlane Investment Advisors, Inc. Flexible Plan Investments, Ltd. |
FTJ FundChoice, LLC GE Financial Assurance (Formerly Centurion) Hampton Investors Infinet Advisory, Inc. ITS Asset Management, L.P. Keystone Capital Management Lockwood Financial Services, Inc Loring Ward Ltd. (Formerly Assante) Manulife Financial Matrix Asset Allocation Meridian Investment Management Morningstar Managed Portfolios Mutual Asset Management Pershing PEAK Program Pine Lake Advisors, Inc. |
Portfolio Strategies, Inc. Purcell Advisory Services, LLC QMA Investment Management, LLC RNC Capital Management Rochdale Investment Management RTE Asset Management Schield Management Company SEI Investments Strategic Advisory Services The Pacific Financial Group, Inc. Vista Analytics, LLC WCM Investment Management Wealthcare Capital Management |
In today’s economy, it’s important to secure your assets for a brighter tomorrow. Centaurus Financial can help!
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