TrueAdvisor
TrueAdvisor
DT
CFA
DT
CFA
View SEC Summary
Areas of Practice
Retirement Planning
Cerity Partners Retirement Plan Consultants
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000

Location

99 Park Avenue, 16th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2022 - Present · 3 yrs 11 mos
Cerity Partners LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
T2 Asset Management, LLC
May 2013 - March 2022 · 8 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.