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
500 108th Ave NE Ste 765, Bellevue, WA, 98004
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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 is an independent insurance agent selling fixed insurance products since 2019, dedicating full-time hours to this activity. He is also an IAR with Weststar Prosperity Partners since 2021, owner of Aaron McDermott LLC since 2023, and a financial professional with Plannetics Financial since 2024, all for financial services, each taking about a quarter of his time.