Advisor at Cerity partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cerity partners LLC
Location
Towson, MD 21204
Credentials
CFP®, Series 65
Industry experience
3 years
Andrew Caples is a CFP® professional with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at United Capital Financial Advisors, LLC and Goldman Sachs. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.
Based on Cerity partners LLC
Based on Cerity partners LLC
Flat fees or fixed annual retainers may be charged for financial planning or other services; amounts are negotiated and vary.
Hourly or fixed fees may be quoted for certain services such as financial planning, based on the scope of each engagement; specific amounts not stated.
Performance-based fees are charged for qualified clients under Rule 205-3; also fees related to affiliated private investment vehicles may apply as described in governing documents.
Account minimum: Information not explicitly stated; minimum fees and account minimums are negotiated and may vary by client, with no specific dollar minimum provided. Minimum fee: Minimum fees may apply and are agreed upon with the client; minimum fee amounts are negotiated and can exceed 1.50% on assets under management in certain cases.
210 Allegheny Avenue, 4 Th Floor
Towson, MD 21204
Maryland
Cerity partners LLC
2026 - Present (1 year)
United Capital Financial Advisors, LLC
2023 - 2026 (3 years)
GOLDMAN SACHS
2022 - 2023 (1 year)
UnEMPLOYED
2021 - 2022 (1 year)
Planit Agency
2021 - 2021 (1 year)
UnEMPLOYED
2020 - 2021 (1 year)
Maryland Capital Management
2020 - 2020 (1 year)
UnEMPLOYED
2005 - 2020 (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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