Raoul Celerier
Raoul Celerier is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in New York, NY, with 21 years of industry experience. Raoul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Cross-Border Planning, and 3 more. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Contact
Raoul Celerier
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raoul has extensive real estate holdings, including single-family homes, multi-family units, commercial properties, and land, both domestically and internationally. He also owns and manages several LLCs related to real estate and property management, dedicating minimal time to each.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
Austin Private Wealth, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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