Cerity Partners Retirement Plan Consultants
Assets Under Management
$19.0B
Number of Clients
622
Number of Advisors
73
Average Client AUM
$30.5M
AUM per Advisor
$259.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cerity Partners Retirement Plan Consultants (RPC) offers consulting and investment management services to defined contribution, defined benefit, and non-qualified deferred compensation plans. RPC works with plan sponsors on plan design, investment options, and enrollment services. They can act as an ERISA 3(21) or 3(38) fiduciary.
Fee Structure
Financial Planning:Investment management only
Minimum Annual Fee:$15,000
Areas of Practice
Retirement Planning
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Location
99 Park Avenue, 16th Floor, New York, NY, 10016
73 Advisors at this firm
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