How You Can Work With Us
Services
Investment Advisory
Where we manage your investments on an ongoing basis
Financial Planning
Where you consult with us on a one time or ongoing basis for all matters related to your financial planning
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Comprehensive Wealth Advisory
Where we manage your holistic financial picture, both investments and financial planning, into a cohesive ongoing engagement
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How are we compensated?
Certa offers streamlined and transparent models with transparent pricing.
Our Pricing
At CERTA, we earn our advisory fee by aiming for excellent service and facilitating positive outcomes for each client. Our advisory fees reflect the value that we provide to our clients day in and out, regardless of their service tier. Contact us below to learn more.
$0 - $1,000,000 RANGE*
$1,000,001 - $2,500,000 RANGE
$2,500,001 - 5,000,000 RANGE
$5,000,001 - 10,000,000 RANGE
$10,000,000 + RANGE
*Household Assets Below $500,000 Are Charged a Flat 1.50%
Financial Planning Only
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$250 per hour for limited engagements – minimum 2 hours
Flat fee engagements are negotiated on a CASE-BY-CASE basis for comprehensive planning need
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Independent Insurance Agent
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From time to time, we will act as selling & servicing AGENTS for insurance products (Life, Health, Disability & Annuity) either as a result of a financial planning recommendation or based on a specific client request for an INSURANCE-RELATED need
We will receive separate, yet customary commission compensation for placing & servicing insurance products.
Clients are under no obligation to purchase these products from us and we aim to disclose any potential receipt of commissions up-front
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*Flat fee and subscription based engagements are negotiated on a case by case basis.