Kent Muckel is a CFA-designated registered investment advisor at Cerity Partners Ocio LLC, based in Denver, CO, with 15 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cerity Partners OCIO charges a management fee based on a percentage of the assets it manages. This fee can be up to 0.75% per year, and it's usually deducted from your account monthly or quarterly. The exact fee depends on factors like the type of account, the assets being managed, and the investment strategies used. Fees may be negotiable.
Location
6900 E Layton Avenue, Suite 1150, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cerity Partners Ocio LLC
Previous Registrations
Perella Weinberg Partners Capital Management LP
Perella Weinberg Partners Capital Management LP
State Registrations1 state
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