Certis Capital Management operates as a multi-family office offering comprehensive financial management services primarily to high-net-worth individuals and families. The firm provides discretionary and non-discretionary portfolio management, financial planning, asset allocation, due diligence on outside investment pitches, and evaluations of third-party investment advisors. Certis Capital Management focuses on tailoring its advice to each client's specific needs, considering liquidity, lifestyle expenses, income needs, tax brackets, and growth requirements.
Assets Under Management$260M
Clients31
Advisors3
Avg. per Client$8.3M
Avg. per Advisor$85M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.00% annual fee covers portfolio management, third-party advisor recommendation and monitoring, and financial planning.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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