Our Services

Welcome to Advicentra, where we offer a comprehensive range of investment services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you navigate the complex world of investing, providing you with personalized investment strategies and solutions designed to achieve your financial goals. Below, you will find a detailed overview of our key services, including pricing information.

Investment Advisory Services

Our Investment Advisory Services are designed for individuals and institutions seeking expert guidance on their investment portfolios. We provide tailored advice based on your risk tolerance, financial goals, and market conditions.

Key Features:

• Personalized investment strategy development
• Ongoing portfolio management and adjustments
• Access to exclusive investment opportunities

Pricing:

Our advisory fee ranges from 0.5% to 1.0% of assets under management (AUM) annually, depending on the size and complexity of your portfolio.

Retirement Planning

Planning for retirement is crucial to ensure you have the financial resources needed during your golden years. At Advicentra, we offer comprehensive retirement planning services.

Key Features:

• Personalized retirement goal setting
• Investment strategy tailored for retirement accounts
• Tax optimization strategies

Pricing:

Retirement planning services have a flat fee of $1,200, which includes an initial consultation and a detailed retirement strategy report.

Wealth Management Services

Our Wealth Management Services are designed for high-net-worth individuals looking for a sophisticated approach to managing their finances. We aim to preserve and grow your wealth over the long term.

Key Features:

• Comprehensive financial planning
• Diverse investment management across various asset classes
• Estate planning and tax advice

Pricing:

We typically charge a tiered management fee based on AUM, starting at 1.0% for the first $1 million, with discounts applicable for larger portfolios.

Investment Management

Our Investment Management service focuses on optimizing your investment portfolio to maximize returns while minimizing risk. This service is suitable for both individual and institutional investors.

Key Features:

• In-depth market analysis and research
• Risk assessment and mitigation strategies
• Continuous monitoring and rebalancing of the portfolio

Pricing:

Our investment management fee ranges from 0.5% to 1.0% of AUM, depending on the complexity of the account and the services required.

Corporate Investment Services

We understand that businesses require specialized investment strategies. Our Corporate Investment Services are tailored for companies looking to manage their investment portfolios effectively.

Key Features:

• Investment policy development
• Risk assessment tailored to corporate needs
• Regular performance reporting and analysis

Pricing:

Corporate investment service fees start at $2,500 per quarter, which includes comprehensive strategy development and ongoing support.

Tax-efficient Investing

Maximizing your investment returns requires a sound approach to taxes. Our Tax-efficient Investing services help you keep more of what you earn.

Key Features:

• Tax-loss harvesting strategies
• Investment recommendations focused on tax efficiency
• Regular tax impact reporting

Pricing:

Tax-efficient investing services are available for a fee of $1,000 per year, which includes comprehensive tax strategy recommendations and monitoring.

Investment Education & Workshops

At Advicentra, we believe that informed investors make the best decisions. We offer a range of educational services to empower our clients with knowledge.

Key Features:

• Workshops on investment fundamentals
• Webinars covering current market trends and issues
• Personalized coaching sessions available upon request

Pricing:

Workshops are priced at $200 per participant, while personalized coaching sessions are available for $150 per hour.

Risk Management Services

Managing risk is crucial for any investor. Our Risk Management Services provide strategies to protect your investments from market volatility.

Key Features:

• Portfolio risk assessment
• Hedging strategies and product recommendations
• Ongoing risk monitoring and reporting

Pricing:

The risk management fee is $1,500 per year, including assessment and ongoing reporting services.

Customized Investment Solutions

We recognize that each client has unique needs and preferences. Therefore, we offer customized investment solutions that cater specifically to your financial situation.

Key Features:

• Tailored investment strategies
• Flexible portfolio options
• Dedicated advisor for personalized service

Pricing:

Customized investment solutions are priced based on complexity, starting at a flat rate of $3,000 for initial setup and ongoing management charged at 0.5% of AUM.

Why Choose Advicentra?

At Advicentra, our commitment to clients is evident in everything we do. We prioritize your goals and work diligently to ensure your financial success. Here’s what sets us apart:

• Expertise: Our seasoned professionals possess extensive knowledge and experience in the investment landscape.
• Personalized Approach: We understand that each client is unique, and we customize our services to cater to individual needs.
• Transparency: We maintain clear communication and provide regular performance reports, ensuring you are always informed about your investments.
• Comprehensive Services: From individual investment plans to corporate strategies, we cover a wide range of investment needs under one roof.

Get Started Today!

Investing requires careful planning and execution. Let Advicentra be your trusted partner on this journey. Contact us today to schedule an initial consultation and discover how our services can help you achieve your financial goals!