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Updated September 28, 2026. Quick answer: Citrin Cooperman Wealth Management discloses a tiered schedule starting at 1.50% in its Form ADV Part 2A (March 27, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 27, 2026): “Discretionary First $1 million 150 basis points Next $2 million 125 basis points Next $2 million 100 basis points Next $5 million 85 basis points Over $10 million 75 basis points”
Note: CRD 317528 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Citrin Cooperman Wealth Management, LLC is the registered adviser and is the wealth arm affiliated with the accounting firm Citrin Cooperman; an older LP entity is inactive. The firm reports about $1.70 billion in regulatory assets under management. The priced figure is the discretionary asset-based fee for individual clients, a group whose Part 1A reports include high net worth individuals.
- $0-$1,000,000: 1.50%
- $1,000,001-$3,000,000: 1.25%
- $3,000,001-$5,000,000: 1.00%
- $5,000,001-$10,000,000: 0.85%
- $10,000,001 and above: 0.75%
The priced figure is the discretionary assets under management fee only. The brochure also offers a fixed annual fee arrangement and says the majority of the firm’s legacy clients use it, so many existing clients do not pay this percentage. A separate non-discretionary schedule exists and is not priced here. Fees for independent managers, custodial and transaction costs, and fund-level expenses are not part of the percentage shown, and the brochure discloses that independent manager terms are set in separate agreements. The brochure says investment management fees are negotiable and may be partly or completely waived.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $27,500 | 1.38% |
The brochure lists the discretionary schedule as First, Next and Over amounts in basis points, so each balance is priced by stacking the bands, with 1.50% on the first $1,000,000 and 1.25% on the next $2,000,000. The brochure discloses no minimum annual investment management fee for this schedule, so no floor applies. The schedule is the published standard for the asset-based arrangement and is negotiable, so it is not a typical or guaranteed charge. The brochure’s general statement that fees generally run between 0.25% and 1.50% is consistent with this schedule.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Citrin Cooperman Wealth Management’s own published rate runs $7,500 a year.
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- Form ADV Part 2A (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028930
- SEC Investment Adviser Public Disclosure, Citrin Cooperman Wealth Management, LLC (CRD #317528): https://adviserinfo.sec.gov/firm/summary/317528
- Citrin Cooperman Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/317528/PDF/317528.pdf
Methodology. This page was built September 28, 2026, drawing on Citrin Cooperman Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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