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
9200 South Hills Blvd Ste 310, Broadview Heights, OH, 44147
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
George manages advisory accounts through Financial Management Strategies and works as a financial professional for Vision Wealth Management LLC. He also engages in fixed insurance sales, accounting/tax consulting, and property/casualty insurance, and supplemental wage benefits, dedicating about 10-20% of his time to accounting and tax purposes and Vision Wealth Management LLC.