Our goal is to help you visualize the full picture of your financial health and how strategic changes can enhance your overall results. Our comprehensive scope, active communication, and integration of advanced tools enable us to share an objective view of your overall financial landscape and help you develop confidence in your financial journey.

_{*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.}

Fee Schedule

Our fee structure is designed to be competitive while reflecting the level of ongoing advice, investment management, and personalized service we provide. We are committed to transparency so clients understand both the costs of their relationship and the services they receive. The total cost will include three components:

Advisor Fee: Our advisory fee is based on assets under management using a graduated fee schedule. Each fee rate applies only to the portion of assets within that tier, rather than applying one rate to the entire account. Please see fee schedule below.

Technology Fee: We currently charge a technology fee of 0.06% annually. This fee helps cover the technology and infrastructure used to service client accounts and is subject to change as the costs of these services change.

Investment Management Fee: Investment management fees cover services such as model oversight, investment research, trading, and administration. These fees vary depending on the specific investment model selected and size of account.  This fee is subject to change over time.

We specialize in working with clients who are serious about building and preserving wealth. While most of our clients have $250,000 or more in investable assets, we are always happy to connect and explore how we can support your financial goals. Total client fee can be adjusted based on an individual situation and given the makeup of the portfolio. Client specific fees are disclosed part of the advisory relationship.

Advisory programs used are managed through Sovran Advisors, LLC. Please refer to our firm's ADV Part 2A and the client's agreement for additional platform, strategist, or any related fees that may apply.