Join or Login for Access

SL advisors Listing
Financial Advisor   

$63MM AUM | $350,000 GDC in Bellaire, TX

Member Level
Lite
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Bellaire, TX, US
12 Month Gross Revenue
$350,000
Number of Accounts
250
Avg Client Age
40

Overview

Ceera Investments, LLC manages investment portfolios for various types of clients, primarily individuals and families. We do so on a fee-only, discretionary basis via managed separate accounts, i.e. individual portfolios, maintained at third-party custodians. We understand that every client has his or her own needs and objectives. And we tailor our management accordingly using an underlying investment philosophy based upon the thoughts and teachings of investing visionaries such as Warren Buffett, Philip Fisher, Benjamin Graham, Peter Lynch, and Charlie Munger. Based on a client’s objectives, we invest in a limited number of carefully chosen investments that are expected to provide appropriate protection of principal and opportunities for an attractive rate of return.

We do not peddle products onto our clients nor do we get compensated based on commissions-trade generated or otherwise. While we are typically compensated via an annual management fee (as a percent of assets under management), we also offer to clients who qualify under securities laws, a performance-based fee schedule where we get compensated if and only if we generate a rate of return in excess of a negotiated hurdle rate.

Above all, we take our fiduciary responsibility towards our clients very seriously. Honesty, integrity, prompt service, and a strong commitment to our clients’ goals are elements one can expect to see from us.

We are looking for firms, aligned with our investment philosophy, long-term approach, our type of clients, and superior client service, interested in selling their business either immediately or after a reasonable period of transition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging