Cerity Partners provides customized wealth management services, including investment management and financial planning, to individuals, families, and institutions. Cerity Partners offers services such as retirement planning, tax planning, estate planning, and insurance planning. Cerity Partners also offers access to alternative investments for qualified clients.
Assets Under Management$160B
Clients26,230
Advisors734
Avg. per Client$6.2M
Avg. per Advisor$220M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
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Estimated Annual Fee
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Location
734 Advisors at this firm
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