How does the advisor help clients – Key Takeaways:
CENTURY FUNDS MANAGEMENT INC. is a leading financial management firm dedicated to helping clients achieve their financial goals. With years of industry experience and a team of dedicated financial experts, they are able to provide personalized solutions and strategies to meet the unique needs of each client.
Facts and Insights
CENTURY FUNDS MANAGEMENT INC. was founded in 2005 and has since grown to become one of the most reputable firms in the financial services industry. Their team of advisors has a vast knowledge of financial markets and a deep understanding of the ever-evolving economic landscape, allowing them to provide insightful and timely advice to their clients.
Here are some key facts and insights about CENTURY FUNDS MANAGEMENT INC.:
| Assets Under Management: | $1.5 billion |
|---|---|
| Number of Advisors: | 25 |
| Time in Business: | 15 years |
Financial Services Offered
CENTURY FUNDS MANAGEMENT INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
CENTURY FUNDS MANAGEMENT INC. serves a diverse client base, ranging from individuals and families to small business owners and corporations. They have the expertise to assist clients at all stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
CENTURY FUNDS MANAGEMENT INC. charges clients a fee based on a percentage of the assets they manage. This fee structure aligns their interests with those of their clients, as the firm only profits when their clients’ investments perform well. This structure also ensures that the advisors are motivated to provide sound advice and make decisions that are in the best interest of their clients.
Background
The advisors at CENTURY FUNDS MANAGEMENT INC. have diverse backgrounds and bring a wealth of knowledge and experience to the table. Many hold advanced degrees and certifications in finance, accounting, or business and have worked for leading financial institutions before joining the firm.
Financial Advisor Disclosures to Know
CENTURY FUNDS MANAGEMENT INC. maintains a high level of transparency and strives to keep their clients well-informed. Some important disclosures to know about the firm include:
- Registered with the Securities and Exchange Commission (SEC)
- Member of Financial Industry Regulatory Authority (FINRA)
- Adheres to a strict code of ethics and professional standards
- Disclosures can be found on their Form ADV, available on the SEC’s website