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
Get directionsRegulatory History
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 with Courtside LLC, a non-investment related activity focused on funding Louisville's pursuit of an NBA team. This requires minimal time.