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Updated September 28, 2026. Quick answer: Citrin Cooperman Wealth Management is registered with the SEC as an investment adviser (CRD #317528, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $7,500 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $125 at LPL Financial, depending on your custodian. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
Citrin Cooperman Wealth Management at a glance
| Fact | What Citrin Cooperman Wealth Management’s own pages say |
|---|---|
| Legal entity | Citrin Cooperman Wealth Management, LLC |
| Registration | Citrin Cooperman Wealth Management, LLC is registered with the SEC as an investment adviser (CRD #317528, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $7,500 a year, per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | $50 at Schwab, or $125 at LPL Financial, depending on your custodian |
What Citrin Cooperman Wealth Management’s own fee schedule charges
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 priced figure is the discretionary asset-based fee for individual clients, a group whose Part 1A reports include high net worth individuals.
“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”
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.
What the same brochure says about fees charged on top of this schedule: “The investment management fee charged by the Independent Manager is separate from, and in addition to, CCWM’s advisory fee.” The table below is the firm’s own advisory fee schedule and does not include any such additional fee.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $27,500 |
These figures come directly from Citrin Cooperman Wealth Management’s own current fee brochure, cited in Sources below.
Registration
Citrin Cooperman Wealth Management, LLC is registered with the SEC as an investment adviser (CRD #317528, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
Citrin Cooperman Wealth Management, LLC’s Form ADV Part 2A states “A client may terminate CCWM’s Investment Management Agreement at any time by notifying CCWM in writing and paying the rate for the time spent on the engagement prior to notification of termination.” Citrin Cooperman Wealth Management, LLC names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets” LPL Financial LLC’s own published fee schedule states “Outgoing Account Transfer”
The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028930
- SEC IAPD firm summary (CRD #317528, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/317528
Methodology. This page was built September 28, 2026, drawing directly on Citrin Cooperman Wealth Management’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Citrin Cooperman Wealth Management’s own Form ADV Part 2A and Form CRS. We have not used Citrin Cooperman Wealth Management as a client. Citrin Cooperman Wealth Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.