Alan Mandeloff is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Philadelphia, PA, with 30 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
1800 Jfk Blvd, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan is a partner at Citrin Cooperman & Co., an accounting firm, since 2007. He provides tax and consulting services, with the time commitment varying.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Apexium Financial LP
Citrin Cooperman Wealth Management, LP
Ymsr Advisors, INC.
State Registrations1 state
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