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
7650 Edinborough Way Suite 100, Edina, MN, 55435
Get directionsRegulatory History
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.
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Chad co-owns a dormant meal planning website, PrimalPal LLC, and Simplify My Divorce, which provides divorce education. He also works as a partner and divorce planner for AJW Financial and Divorce Financially, owns rental property, is part owner of Xbrezzo LLC, and is an investment advisory representative for AdvisorNet Financial Inc, DBA AdvisorNet Wealth Partners, spending about a quarter of his time there.