Certuity provides investment advice, financial planning, family office services, and investment consulting to high and ultra-high net worth individuals and families, as well as private foundations, endowments, and other entities. Certuity selects investments based on client needs, objectives, and risk tolerance. They also offer in-house public equity strategies through separately managed accounts. Certuity may recommend investments in Certuity Private Funds.
Fee Structure
Certuity's standard annual fee for managing your investments is a percentage of the value of your portfolio, typically between 0.30% and 1.50%. The specific rate depends on the amount you invest, the advisor you choose, and the services you receive. Fees are calculated based on the market value of your investments at the end of the previous quarter and are charged quarterly in advance. Certain clients have custom billing arrangements. If you invest in Certuity Private Funds, those assets are billed separately.