William Beattie is a CFP-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 25 years of industry experience. William 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
28 Liberty Street Suite 2850, New York, NY, 10005
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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 →Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
The Ayco Company, L.P.
Goldman Sachs & CO. LLCBroker
Goldman Sachs Personal Financial Management
Eaton Vance Wateroak Advisors
Eaton Vance Distributors, INC.Broker
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Domestic Securities, INC.Broker
Herzog, Heine, Geduld, LLCBroker
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.