AF
CFA · CFP
AF
CFA · CFP

Alexander Faber

7 Years of Experience
New York, NY

Alexander Faber is a CFA, CFP-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 7 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
682 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

99 Park Avenue, 16th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Cerity Partners LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Maryland Capital Management, LLC
August 2021 - March 2023 · 1 yr 7 mos
Advice and Planning Services
August 2017 - October 2020 · 3 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2017 - October 2020 · 3 yrs 2 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.