Cerity Partners

Financial Advisor in Los Altos, CA

Firm Info
Address: 779 Altos Oaks Dr, Los Altos, CA 94024, USA
Phone: (650) 949-2221

Firm Size
Assets Under Management: $44.7 billion
# of Advisors: 199
# of Clients: 5,713
Client to Advisor Ratio: 29:1
Average Account Size: $7.8 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Cerity Partners LLC Overview

Cerity Partners LLC is an investment advisory firm based in New York, NY. It was founded in 2009 and has been offering investment advice to its clients ever since. The firm follows a fee-only fee arrangement, which means that it does not earn any commissions from the investments it recommends. This ensures that its advice is always in the best interests of its clients. Cerity Partners LLC offers a range of services to its clients, including financial planning, portfolio management, pension consulting, and the selection of other advisors. Its portfolio management services cater to different types of clients, from individuals to small businesses and institutional clients. It also offers portfolio management services for pooled investment vehicles. In addition to investment advisory services, Cerity Partners LLC also provides tax services and bill pay to its clients. This comprehensive approach to financial planning and management ensures that its clients' financial needs are met in a holistic and integrated manner. Overall, Cerity Partners LLC is a trusted partner for those looking to receive sound investment advice and manage their finances effectively.

CERITY PARTNERS LLC is an established financial advisory firm catering to a diverse set of clients. The firm has a wide range of expertise in providing customized financial solutions to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporate types not listed. With CERITY's extensive experience in the industry, clients can expect a high level of professionalism and personalized service. CERITY PARTNERS LLC offers a variety of fee structures to its clients, depending on the services required. They provide bespoke solutions to meet the unique financial requirements of their clients. These structures include percentage of assets under management (AUM), hourly fees, fixed fees, and performance-based fees. The percentage of AUM fee structure involves charging a percentage of a client's total portfolio value. In hourly fees, clients are charged based on the time spent on their financial analysis and advice. Fixed fees are pre-determined rates for specific services, while performance-based fees are dependent on the success of investments. CERITY PARTNERS LLC ensures that its fee structures are transparent and agreed upon with clients upfront to provide an honest and professional relationship.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of Cerity Partners LLC does not mention anything about their investment minimum. Therefore, it is unclear what the minimum investment requirement is for this firm. It is recommended that interested investors contact Cerity Partners LLC directly to inquire about their investment minimums.

How This Office Can Help Los Altos, CA Residents

Cerity Partners is a leading investment advisory firm that provides customized financial planning and wealth management solutions to clients in Los Altos, CA. The team at Cerity Partners understands that clients in this area face unique financial challenges due to high living costs, high taxes, and rapid changes in the job market. They work closely with clients to develop a comprehensive financial plan that takes into consideration their current financial situation, short and long-term goals, and risk tolerance. As experts in wealth management, Cerity Partners can help clients navigate difficult financial situations such as retirement planning, tax planning, estate planning, college savings, and investment management. Their goal is to provide personalized financial guidance that helps clients achieve their financial goals and maintain the lifestyle they desire. They also strive to provide superior customer service, so clients in Los Altos, CA can rely on them for timely and accurate advice. Overall, Cerity Partners is dedicated to helping their clients in Los Altos, CA achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Cerity Partners LLC, visit their Part 2 Brochure.

Services Offered by Cerity Partners LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cerity Partners LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 779 Altos Oaks Dr, Los Altos, CA 94024, USA
Phone (650) 949-2221
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
3 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 335 MADISON AVENUE, 23RD FLOOR, NEW YORK, NY 10017, United States

This firm has no other locations.

State Registrations

Cerity Partners LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Cerity Partners LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs