Chloe Sandler is a CFP-designated registered investment advisor at Certuity, LLC, based in North Palm Beach, FL, with 3 years of industry experience. Chloe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 489 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Certuity's standard annual fee for managing your investments is a percentage of the value of your portfolio, typically between 0.30% and 1.50%. The specific rate depends on the amount you invest, the advisor you choose, and the services you receive. Fees are calculated based on the market value of your investments at the end of the previous quarter and are charged quarterly in advance. Certain clients have custom billing arrangements. If you invest in Certuity Private Funds, those assets are billed separately.
Location
1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Certuity, LLC
State Registrations1 state
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