Drew Kootman is a CFA-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 11 years of industry experience. Drew 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
99 Park Avenue, 16th Floor, New York, NY, 10016
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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.
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Drew owns DK Capital LLC (a passthrough company that previously held his personal investment funds but currently has no investment accounts tied to the company anymore and never will again), BDK Realty 1 LLC (a passthrough company to hold a real estate investment at some point, currently does not hold anything), and Petrichor Asset Management LLC. Drew spends about 10-20% of his time on Petrichor Asset Management LLC, which provides investment information to outside advisors.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Petrichor Asset Management LLC
Canopy Wealth Management
Cerity Partners LLC
Bainco International Investors LLC
Cantor Fitzgerald & CO.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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