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
Andover, OH
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Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling various insurance products, dedicating about 10-20% of his time to this activity. He is also a part owner of Financial Management Strategies, Inc., a financial professional at Vision Wealth Management LLC, and a founding partner of Pillar Financial Group LLC, dedicating about a quarter of his time to Vision Wealth Management LLC and about a quarter of his time to Pillar Financial Group LLC.