Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manya? Claim Your ProfileManya Bhutani is an investment advisor representative at Cerity Partners LLC. Manya has been working in the financial industry since 2014 and has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Manya is committed to providing personalized financial planning and investment management services tailored to each client's specific needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/25/2024 - Present
Cerity Partners LLC (LOS ALTOS CA)
Active
Inactive
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