James Schlager is a CFP-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 36 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 1994Customer Dispute
May 1994Employment History
Current Registrations
Cerity Partners LLC
Running Point Capital Advisors LLC
Previous Registrations
Valmark Securities, INC.Broker
Valmark Securities, INC.Broker
Moss Adams Securities & Insurance LLCBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Moss Adams Wealth Advisors LLC
Sentra Securities CORP
Sentra Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.