Elizabeth Desousa is a CFP-designated registered investment advisor at Cerity Partners LLC, based in El Segundo, CA, with 15 years of industry experience. Elizabeth 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 26,230 clients with $160B 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
101 N Pacific Coast Highwayt, Suite 305, El Segundo, CA, 90245
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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
Elizabeth is a non-shareholder director of Port Design Partners, Inc., an engineering firm owned by her spouse, since 2016. This non-investment related activity takes minimal time and does not generate income.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Running Point Capital Advisors LLC
Mercer Global Advisors INC.
Duckworth Wealth Advisors, INC.
Girard 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.
Exams
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