Advisor at Cerity partners LLC
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Firm
Cerity partners LLC
Location
Los Altos, CA 94024
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Howard Sussman is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. Prior to joining Cerity Partners, he worked at Sullivan & Serwitz for 14 years. He is based in Los Altos, CA. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets as of December 31, 2024. The firm offers customized portfolios with diversified asset allocation and a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.
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.
779 Altos Oaks Drive
Los Altos, CA 94024
California
Cerity partners LLC
2020 - Present (6 years)
Sullivan & Serwitz
2006 - 2020 (14 years)
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Accountant / CPA / tax prep
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Other specialized services
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Bank
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Lawyer
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Real estate agent
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