Fees
Simple, transparent pricing
We’re transparent with our pricing and will always discuss our fees upfront. Not every client’s situation is the same so we’ll help you pick the fee structure that matches your needs.
Available Fee Structures:
- Fee-based 1% of Assets Under Management
- Product-based Sales Charge
- Ongoing Financial Planning Program
A La Carte Offerings
Need guidance on one specific financial topic or account? We offer the following stand alone products and services.
Products:
- Individual Retirement Accounts (IRA and Roth IRA)
- Company Retirement Plans (SEP, SIMPLE, 401k)
- Fee-based Money Management
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Variable Annuities
- Fixed Indexed Annuities
- Fixed Annuities
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
Let us review your:
- Current investments and IRAs
- 401k account
- Business plan
- Will, Power of Attorney, & Health Care Proxy
- Beneficiary Designations
- Life insurance policies
Serving those who serve the community
Are you a non-profit organization dedicated to helping the community? Let us help you by offering our services at special reduced pricing. Watch the video below to learn more.
The individuals and entities listed here are not affiliated with Cetera Advisor Networks LLC.