Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
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.
Areas of Practice
Advisor Information
Office location
3200 W Market St Ste 300, Akron, OH, 44333
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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
Kevin is an investment advisory representative at Financial Management Strategies, Inc. and sells fixed insurance products, including life, health, disability, annuities, and long-term care; these activities take up a significant portion of his time. Kevin also owns rental property, volunteers at Akron Children's Hospital Foundation and the Kiwanis Club, and is a financial professional at Vision Wealth Management.