Suzanne Beczak is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Albany, NY, with 15 years of industry experience. Suzanne 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
4 Tower Place, Suite 1001, Albany, NY, 12203
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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
Suzanne is the director of Nacre Dance Group, a modern dance organization, handling program operations. She dedicates minimal time to this activity.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Graypoint LLC
Connectus Wealth
Atlas Private Wealth Management, LLC
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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