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Brandon Tutak

8 Years of Experience
Bloomfield Hills, MI

Brandon Tutak is a registered investment advisor at Cerity Partners LLC, based in Bloomfield Hills, MI, with 8 years of industry experience. Brandon 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

39533 Woodward Avenue, Ste 325, Bloomfield Hills, MI, 48304

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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
May 2019 - Present · 7 yrs
Previous Registrations
Schechter Investment Advisors, LLC
October 2017 - January 2022 · 4 yrs 3 mos
Northwestern Mutual Investment Services,llc
April 2017 - May 2017 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
January 2017 - May 2017 · 4 mos
State Registrations1 state
MI
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.
Brandon Tutak - Financial Advisor | TrueAdvisor