Firm Information
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Average Client Portfolio
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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
324 Grove Street, Worcester, MA, 01605
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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
Aaron works as a financial advisor at Archstone Financial and is an independent insurance agent, dedicating minimal time to the latter. He also serves as a director/treasurer for Emmaus City Church, teaches at Worcester State University a few hours per week, and is a secretary for GSG & Associates Financial Planning Inc.