Cerity Partners LLC
Assets Under Management
$122.8B
Number of Clients
19,810
Number of Advisors
571
Average Client AUM
$6.2M
AUM per Advisor
$215.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cerity Partners provides wealth management services to individuals, families, trusts, businesses, and institutions. Services include investment management, financial planning, retirement plan services, and tax planning. They also offer alternative investment opportunities to qualified clients. Fees are negotiable and vary based on the scope and complexity of the relationship.
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
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
