Firm Information
Compensation
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Assets Under Management
Fee Structure
Cetera Investment Advisers offers both wrap and non-wrap fee programs. In a non-wrap fee arrangement, you pay advisory fees and transaction costs separately. In a wrap fee program, you pay a single fee based on a percentage of the account's value, which includes investment adviser services and transaction costs. Fees are negotiable with your advisor. Minimum account opening balances vary by program, often starting at $25,000.
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Advisor Information
Office location
9200 South Hills Blvd Ste 310, Broadview Heights, OH, 44147
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent selling various insurance products, dedicating a few hours per week. He also owns Vision Wealth Management LLC and Financial Management Strategies, Inc., spending about a quarter of his time and a full-time equivalent respectively on financial services and advisory business. Jeffrey also owns a consulting business.