Fee for Service

Advisor-Guided Support - Fee for Service Advice

If you are not in need of our investment services full time because you like to do it yourself, but may benefit from advisor-guided support, our Fee-for-Service Agreement might be just what you need.

This service can be paid either monthly or quarterly, via credit card, debit card or ACH.  We use the same tools and processes as we do for our investment management clients, however you are taking the necessary management and monitoring steps on your own, WITH OUR GUIDANCE as necessary.

Many of you will do well to consider Fee-for-Service as an add-on for a more complete process.

Services that can be provided include:
  • Asset Allocation
  • Business Planning
  • Cash Flow/Budget Planning
  • Charitable Giving Solutions
  • Education Planning
  • Estate & Multigenerational Planning
  • Compensation Strategies
  • Financial Statement and Portfolio Reports
  • General Analysis and Planning
  • Insurance needs analysis
  • Retirement Planning/Analysis
  • Tax Planning
  • Wealth Accumulation and Preservation Strategies

These are just some of the areas we can provide consulting services, call us for more information on 302-239-2111.

Advisory services may only be offered by Investment Advisory Representatives in connection with an appropriate Cetera Advisor Networks advisory services agreement and Disclosure Brochure, as provided.