Citrin Cooperman Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450⁠-⁠$1,000/hr

“Hourly fees range from $450 to $1,000 per hour and are based on the complexity of the work and the experience and training of the Firm’s personnel involved.”

Monthly fee

$1,000⁠-⁠$5,000/mo

“CCWM’s consulting services vary based on the number of accounts subject to the account quantity, account complexity, and data sources, but typically range between $1,000 and $5,000 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Citrin Cooperman Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “This annual fee is payable in either four equal quarterly installments or twelve equal monthly installments, in arrears or in advance.”
• “Investment management fees are negotiable and may be partially or completely waived at CCWM’s discretion.”
• “Fees are negotiable based upon the complexity of the services requested.”

How Citrin Cooperman Wealth Management, LLC’s fees compare

• Its hourly rate of $450-$1,000 is above the New York median of $300. 95% of the 301 other New York planners that publish an hourly rate charge less.
• 64 of the 69 other planners in New York that publish an hourly rate charge less.

About Citrin Cooperman Wealth Management, LLC

• Principal: Citrin Cooperman
• Firm size: 9 employees.
• Founded: 1997 (29 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

51

Employees

9

Works with

High net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$1,699,432,395

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317528

Phone

(212) 697-1000

Can advise clients in 8 states: California, Connecticut, Florida, Illinois, Indiana, New Jersey, New York, Texas

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• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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