CEERA Investments provides ongoing investment advice and manages investment portfolios for individuals, high net worth individuals, charities, and retirement funds. CEERA works with clients to understand their financial situation, goals, and risk tolerance, then makes investments to meet those goals. CEERA primarily invests in publicly-traded individual investments and funds, considering safety and adequate return.
Assets Under Management$390M
Clients187
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$390M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
CEERA Investments' annual advisory fee is typically 1% of the value of your portfolio, but this is negotiable and can vary depending on the size and complexity of your account. The management fee will not exceed 1.75% per year.
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