Our office is based out of San Antonio, but we primarily work with individuals along the Hill Country area and I-35 corridor from San Antonio to Austin. While you're more than welcome to meet us at our office in San Antonio, most clients prefer meeting in the comfort of their own home. We also have access to conference spaces in New Braunfels and Downtown Austin or we can conduct a virtual meeting via Zoom.
As a dual-registered Investment Adviser/Registered Representative, we have a number of ways to offer our services, based on your personal preference.
Clients wishing to have the highest degree of active investment management and fiduciary standards, clients pay a percentage of assets under management directly from their investment accounts.
Clients wishing to pay solely for advice can choose this model and pay out of pocket. Have the option to work together on a subscription basis or hourly basis while you execute the investment and planning advice yourself.
Traditional Commission-Based Brokerage
Less common is an investment account where a commission is taken off the top of any transactions made.
Initial consultations and portfolio reviews are always complimentary! Contact me to get started.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Advisers LLC Advisory Services Agreement and disclosure brochure as provided.