Centennial Wealth Advisory, Llc
Traverse City, Michigan
5.0
4 Reviews
Centennial Wealth Advisory, LLC, based out of Traverse City, MI, is a trusted local investment advisory firm serving a diverse client base. With over 780 individual clients, Centennial Wealth Advisory manages an impressive $230,439,000 in assets. The firm's success is rooted in their expertise and experience in managing employer 401Ks and individual investments, which collectively make up approximately half of their assets under management. Committed to providing exceptional service, Centennial Wealth Advisory operates from four offices strategically located in Traverse City. The firm's team of ten dedicated employees, including ...
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Assets Under Mgmt

$230.44M

Investment Professionals

5

Locations

3

% 401K & Individual

72%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Other Financial product salesperson
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