Cerity Partners LLC
Assets Under Management
$122.8B
Number of Clients
19,810
Number of Advisors
571
Average Client AUM
$6.2M
AUM per Advisor
$215.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cerity Partners provides customized wealth management services, including investment management, financial planning, retirement plan services, and tax planning. Services are tailored to each client's needs and objectives. They may introduce alternative investments to qualified clients.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
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Location
99 Park Avenue, 16th Floor, New York, NY, 10016
571 Advisors at this firm
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