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
3200 W Market St Ste 300, Akron, OH, 44333
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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Michael works as a financial/administrative assistant at Centrust Wealth Management, Inc. since May 2021, dedicating full-time hours to opening accounts, assisting clients, researching investments, and aiding with financial planning. He also works as an investment advisory representative at Financial Management Strategies, Inc. since April 2022, focusing on financial planning and asset management, also dedicating full-time hours.