Verified
Robert Charles Smith is an investment advisor representative with Cerity Partners LLC, a firm headquartered in New York City. Robert has been in the industry since June 1993 and has been with Cerity Partners LLC since October 2016. Robert has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Robert's specializations include portfolio management for individuals and businesses, financial planning, selection of other advisors, pension consulting, and tax services.
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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2
OH
12/09/2016 - Present
Cerity Partners LLC (Cleveland OH)
Active
Inactive
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