Isabel Scharmer is a CFA-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 27 years of industry experience. Isabel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
Isabel is a partial owner and general manager of Divadend Footwear LLC, a women's shoe retailer, since 2014. She dedicates minimal to about a quarter of her time to this activity, with no time spent during trading hours.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Bainco International Investors LLC
Newbury Street Capital Limited PartnershipBroker
Newbury Street Capital Limited PartnershipBroker
Bear, Stearns & CO. INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.