Certuity, LLC
Assets Under Management
$3.1B
Number of Clients
489
Number of Advisors
18
Average Client AUM
$6.3M
AUM per Advisor
$172.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Certuity provides investment advisory, planning, family office and investment consulting services to high and ultra-high net worth families and individuals, private foundations, endowments, family offices, other business entities and pooled investment vehicles. Certuity offers tailored family office services to meet a wide range of needs, including customized family-level financial reporting, tax planning and tax efficiency counseling, private equity research and reporting, real estate investment strategies and reporting, tax efficient investment strategies, consolidated performance and tax reporting, margin lending solutions, philanthropy and family governance.
Fee Structure
Certuity's services are offered on a fee basis, including fees based on assets under management and fixed fees. The standard annual asset-based fee is prorated and charged quarterly, in advance, and is generally between 0.30% and 1.50% depending on the market value of assets, the advisor selected, and the services rendered. Certain clients have custom billing arrangements. Certuity also provides general financial planning services to individual clients, with fees that are either fixed, charged hourly, or charged as a percentage of assets being managed and/or reported. Fees for family office services are typically fixed and payable in advance. Fees for Investment Consulting and Outsourced Chief Investment Officer services are fixed, based on assets under management and assets being reported, or a combination of both, and may be subject to a minimum fee.
Areas of Practice
Location
1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408