TrueAdvisor
TrueAdvisor
EC
CFP
EC
CFP

Erica Marie Cameron

Cerity Partners Retirement Plan Consultants
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Cerity Partners Retirement Plan Consultants
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000

Location

50 Public Square, Suite 2700, Cleveland, OH, 44113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
November 2024 - Present · 1 yr 3 mos
Cerity Partners LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Spero-Smith Investment Advisers, INC.
April 2007 - October 2016 · 9 yrs 6 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.