Grace Brettkelly is a CFA, CFP-designated registered investment advisor at Cerity Partners LLC, based in San Francisco, CA, with 10 years of industry experience. Grace 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
345 California Street, Suite 1100, San Francisco, CA, 94104
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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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Grace works as a financial advisor at Cerity Partners, providing financial planning and advice, working four days per week. She dedicates approximately 120 hours per month to this role, with 96 hours during trading hours and 24 hours outside of trading hours.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Capital Markets Iq, LLC
Associated Securities CORP.
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
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