Our Packages

Ongoing Financial Planning #1

This service model provides you with a comprehensive financial plan with ongoing support from us to implement, monitor, and adjust your financial decisions as your life changes.

Services

  • Long Term Financial Plan Projections
  • Ongoing Financial Plan Revisions
  • Portfolio Construction & Management
  • Quarterly Portfolio Reviews
  • Tax Liability Management
  • Retirement Cash Flow Analysis
  • State Pension & Social Security Planning
  • Protection/Insurance Planning
  • Employee Benefit Analysis & Optimization

Resources

  • Access To Adviceworks Client Portal
  • Monthly Statements
  • Monthly Newsletter
  • Quarterly Performance Reports
  • Monthly Educational Webinars
  • Unlimited Email & Virtual Support
  • Access To Platform Tools, Investment
  • Vehicles, Insurance Products

Cost

Assets Being Managed

$0 - $50,000

Cost

$250 one time + $100/month

Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the Cetera Investment Advisers LLC's ADV Part 2A.


Ongoing Financial Planning #2 

This service model provides you with a comprehensive financial plan with ongoing support from us to implement, monitor, and adjust your financial decisions as your life changes.

Services

  • Long Term Financial Plan Projections
  • Ongoing Financial Plan Revisions
  • Portfolio Construction & Management
  • Quarterly Portfolio Reviews
  • Tax Liability Management
  • Retirement Cash Flow Analysis
  • State Pension & Social Security Planning
  • Protection/Insurance Planning
  • Employee Benefit Analysis & Optimization

Resources

  • Access To Adviceworks Client Portal
  • Monthly Statements
  • Monthly Newsletter
  • Quarterly Performance Reports
  • Monthly Educational Webinars
  • Unlimited Email & Virtual Support
  • Access To Platform Tools, Investment
  • Vehicles, Insurance Products

Cost

Assets Being Managed            Annual Cost

$50,000 - $250,000............1.25%/year

$250,000 - $500,000 .........1.15%/year

$500,000 - $1million...........1.10%/year

$1million+.........................1.00%/year

Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the Cetera Investment Advisers LLC's ADV Part 2A.


One-Time Financial Plan

This service model provides you with a comprehensive financial plan, but leaves the implementation, monitoring, and adjusting to you.

Services

  • Financial Plan Projections
  • Protection/Insurance Quotes
  • Retirement Cash Flow Analysis
  • Employee Benefit Analysis
  • State Pension & Social Security Analysis

Resources

  • Access To Adviceworks Client Portal
  • Monthly Newsletter
  • Access To Our Website
  • Monthly Educational Webinars

Cost

$750 one time

Client-Centered 

Client-Centered 

Our business is built on a foundation of thoughtful client relationships.

Schedule A Meeting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tori.gutierrez@ceterainvestors.com | (626) 408-1333 ext.306