Kent Muckel is a CFA-designated registered investment advisor at Cerity Partners Ocio LLC, based in Denver, CO, with 15 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 42 clients with $21B 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 | 0.75% |
Management fees are typically up to 0.75% per annum and may vary based on factors such as account type, asset classes, and investment strategy. Certain clients also pay performance-based compensation of up to 5.00% of net profits.
Fee Estimator
Location
6900 E Layton Avenue, Suite 1150, Denver, CO, 80237
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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 Ocio LLC
Previous Registrations
Perella Weinberg Partners Capital Management LP
Perella Weinberg Partners Capital Management LP
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.
Exams
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