Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Apexium's fees are based on a percentage of assets under management, hourly charges, or fixed fees. Investment management fees are based on the provided fee schedule. Financial planning and consulting fees range from $1,000 to $15,000 on a fixed fee basis and/or $250 to $750 on an hourly basis. Investment management clients will also be charged an annual fee of up to $100 per account for technology service and/or supplemental reports. They may waive their minimum fee and/or charge a lesser investment management fee based upon certain criteria.
Areas of Practice
Advisor Information
Office location
1800 Jfk Blvd, Philadelphia, PA, 19103
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan is a partner at Citrin Cooperman & Co., an accounting firm, since 2007. He provides tax and consulting services, with the time commitment varying.