Robert Davis
Robert Davis is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in New York, NY, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
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Regulatory 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.
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Robert has a financial interest in P Shares LLC, a private investment business, since 2022, dedicating minimal time. He also serves as a general partner for CV Management GP, LLC, a private equity fund of funds, spending a few hours per week on due diligence, selection, and monitoring since 2012.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Round Table Wealth Management
State Registrations2 states
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