Certuity provides comprehensive wealth management, family office, and investment consulting services primarily to high-net-worth and ultra-high-net-worth families, individuals, and private foundations. Certuity designs tailored investment portfolios using public equities, fixed income, and alternative investments, including in-house quantitative public equity strategies and private pooled investment funds. The firm's family office services cover customized financial reporting, tax efficiency counseling, private equity and real estate reporting, margin lending solutions, and philanthropy. Certuity works collaboratively with clients' third-party professionals, such as certified public accountants and attorneys, to coordinate estate and tax planning. When managing retirement accounts, Certuity acts under rules requiring them to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees generally range from 0.30% to 1.50% depending on portfolio value, advisor selected, and services rendered. Certain clients have custom billing arrangements.