Monique Sinmao is a registered investment advisor at Cerity Partners LLC, based in Rockville, MD, with 13 years of industry experience. Monique 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
111 Rockville Pike, Suite 750, Rockville, MD, 20850
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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
Monique is a founder and chairman of Stream Technologies Limited, a web3 portal startup for trade digitization. She spends minimal time advising the CEO and CTO on business plans, financial models, regulatory compliance, and capital introductions.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Sol Capital Management CO
Sddco Brokerage Advisors LLCBroker
Hovde Securities LLCBroker
J.P. Morgan Securities INC.Broker
Lehman Brothers INC.Broker
UBS Warburg LLCBroker
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.