Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are negotiable, not exceeding 1.50% annually, and based on factors like engagement size and complexity. Financial planning fees are also negotiable and may be flat or included in investment management fees. Additional services have separately agreed-upon fees. Clients pay custodian, broker, and fund fees separately. Cerity Partners may receive revenue sharing from certain private investments, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
99 Park Avenue, 16th Floor, New York, NY, 10016
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is involved in numerous outside business activities, primarily serving as a board member for various organizations, including Zenith Wealth Partners and several funds managed by Sage Advisors, LLC. He also acts as a compensated advisor to Bundi, LLC, a single-family office.