Certitude Advisors provides investment advice and personal financial planning to individuals, trusts, retirement plan sponsors, and businesses. Certitude's clients include corporate executives, entrepreneurs, and families with substantial portfolios. Certitude offers customized equity and fixed income portfolios. The firm seeks to avoid conflicts of interest and does not sell products or accept commissions.
Assets Under Management$86M
Clients93
Advisors2
Avg. per Client$920K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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