About AMERICAN CENTURION FINANCIAL LLC
Based in New York City, AMERICAN CENTURION FINANCIAL LLC is a leading financial advisory firm that provides a range of financial services to clients across the United States. Founded in 2005, the firm has a team of highly experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Create personalized financial plans tailored to clients’ individual needs and goals
- Provide investment management services, including portfolio analysis and asset allocation
- Offer retirement planning services to help clients prepare for a comfortable future
- Assist with college savings plans and education funding strategies
- Guide clients through tax planning and estate planning to maximize wealth and minimize taxes
Facts and Insights:
AMERICAN CENTURION FINANCIAL LLC has over $500 million in assets under management, with a team of 10 advisors serving clients. The firm has been in business for 16 years, establishing a strong reputation for its expertise and personalized approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- College savings plans
- Tax planning
- Estate planning
Client Types:
AMERICAN CENTURION FINANCIAL LLC works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm has the expertise and resources to cater to clients with various financial needs and goals.
Fees & Compensation:
The firm charges a fee based on a percentage of assets under management, typically between 1% and 2%. This fee structure incentivizes advisors to help clients grow their wealth, as the firm’s compensation is directly linked to the performance of their clients’ portfolios. AMERICAN CENTURION FINANCIAL LLC also offers fee-for-service options for specific financial planning services.
Background:
The founding partners of AMERICAN CENTURION FINANCIAL LLC have a combined experience of over 50 years in the financial services industry. They have built a team of advisors with diverse backgrounds and expertise, ensuring that clients receive well-rounded and comprehensive financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, AMERICAN CENTURION FINANCIAL LLC is held to strict fiduciary standards, meaning they are legally obligated to act in the best interest of their clients. The firm has a clean disclosure record, with no reported disciplinary actions or conflicts of interest.