Arnold Herrmann
Arnold Herrmann is a registered investment advisor at Citrin Cooperman Wealth Management, LLC, based in New York, NY, with 4 years of industry experience. Arnold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 61 clients with $1.6B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Schedule is for discretionary accounts. Non-discretionary accounts have a different fee schedule. Investment management fees are negotiable and may be partially or completely waived at CCWM’s discretion.
Fee Estimator
Location
50 Rockefeller Plaza, New York, NY, 10020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Arnold is a partner at Citrin Cooperman & Company, LLP, the parent company of Citrin Cooperman Wealth Management, LP, since 2010. He spends nearly full-time (approximately 180 hours per month, 90 during trading hours) on accounting and management duties.
Employment History
Current Registrations
Citrin Cooperman Wealth Management, LLC
Previous Registrations
Citrin Cooperman Wealth Management, LP
State Registrations1 state
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