Cetera Investment Advisers LLC
Assets Under Management
$163.8B
Number of Clients
584,487
Number of Advisors
10088
Average Client AUM
$280K
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cetera Investment Advisers offers asset management (discretionary and non-discretionary), consulting, financial planning, and retirement services. They engage with third-party money managers. Accounts can invest in ETPs, fixed income, equities, and mutual funds. The firm operates through independent contractor Financial Advisors.
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
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096