Cletus Emeziem
Cletus Emeziem is a registered investment advisor at Cme Strategic Wealth Management, based in Temecula, CA, with 30 years of industry experience. Cletus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 20 clients with $550K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
43537 Ridge Park Drive, Suite 100, Temecula, CA, 92590
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
November 2015Employment Separation After Allegations
January 2015Customer Dispute
January 2013Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Cletus is a tax preparer/owner at Strategic Professional Tax Service since 2012 and owns rental real estate. He also assists in managing family real estate and works in a resort/vacation sharing business, spending about a quarter of his time on the latter. Cletus is also a licensed life insurance and variable annuity agent, but is not currently active.
Employment History
Current Registrations
Cme Strategic Wealth Management
Previous Registrations
TradingblockBroker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Voya Financial Advisors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.