Karim Ahamed is a CFA-designated registered investment advisor at Cerity Partners LLC, based in Chicago, IL, with 21 years of industry experience. Karim 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
320 S. Canal St., 44th Floor, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Karim is involved with several investment-related organizations, including Ingenuity, Inc., Capitalplus Exchange Corp., 1693 Partners Fund, and William & Mary Business School Foundation. He dedicates minimal time to each of these roles, serving as a board member, treasurer, and finance committee chair for Ingenuity, Inc.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
Jpmorgan Securities INC
State Registrations2 states
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.