Citrin Cooperman Wealth Management (CCWM) offers investment management services on both discretionary and non-discretionary bases, helping clients determine their financial needs and implement investment strategies. CCWM also provides comprehensive financial planning and consulting services, addressing various investment and non-investment related matters. CCWM may recommend independent managers to help clients meet their investment objectives.
Assets Under Management$1.6B
Clients61
Advisors9
Avg. per Client$27M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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