CA
CA

Cesar Navarette Adame

1 Year of Experience
4 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$197K average
Assets Under Management
$294.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.3M1.00%
$1.3M - $2.3M0.75%
$2.3M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

530 Vance Road, Saint Louis, MO, 63088

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 2000
Final Disposition
Criminal
March 1998
Final Disposition
Criminal
February 1997
Final Disposition
Criminal
July 1991
Final Disposition
Other Business ActivitiesSells Insurance

Cesar is an insurance agent with FEFA Advisors LLC since June 2026. He spends a few hours per week on this activity, earning 30% of his total yearly compensation from it.

Employment History
Current Registrations
Fefa Financial
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.