Advisor at Alera Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alera Investment Advisors, LLC
Location
Monticello, GA
Credentials
Series 63, Series 65
Industry experience
9 years
Fixed fees may be charged for financial planning and consulting engagements
$0+: 0.25% to 1.50% annually for Internal Investment Management (tiered, depending on asset level, strategy, and complexity) $0+: Up to 1.75% annually for TAG’s Investment Management Platform (includes Advisor Fee plus Platform Fee) $0+: Up to 1.00% annually for Retirement Plan Advisory Services (may be fixed or negotiated)
Certain advisory persons are registered representatives earning commissions for securities and insurance sales, separate from advisory fees
Up to $350 per hour for financial planning and consulting services
Account minimum: $5,000 Minimum fee: Minimum fee for retirement plan advisory services is $7,500 (negotiable) Fee-only: Financial planning and consulting services offered on hourly basis (up to $350/hour) or fixed fees
Alera Investment Advisors, LLC
2025 - Present (1 year)
Serendipity Pines, LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
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2024 - 2024 (1 year)
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Cetera Advisor Networks Llc
2021 - 2024 (3 years)
Cetera Financial Specialists LLC
2021 - 2024 (3 years)
First Allied Securities Inc.
2021 - 2022 (1 year)
Invesco
2020 - 2021 (1 year)
Suncoast CU
2018 - 2020 (2 years)
CUNA Brokerage Services, Inc.
2018 - 2020 (2 years)
Park University
2018 - 2018 (1 year)
Transamerica Investors Securities Corporation
2015 - 2018 (3 years)
TransAmerica Retirement Solutions
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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