| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees may be waived or reduced at the firm's discretion.
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Learn about disclosures →Alan is a partner at Citrin Cooperman & Co., an accounting firm, since 2007. He provides tax and consulting services, with the time commitment varying.