Erik Berge

Citizens Securities, INC.

11 Years of Experience

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Firm Information

Citizens Securities, INC.

Compensation

Fee-Only (AUM)

Number of Advisors

704 advisors

Number of Clients

53,044 clients

Average Client Portfolio

$173K average

Assets Under Management

$9.2B

Fee Structure

Minimum Investment:$2K

The Managed Account Program charges a single asset-based fee, which includes CSI's component, the Platform Manager's component, and the Portfolio Manager's component. The maximum annual rate for CSI's component is 2.00%. The specific fee composition will be listed in your Investment Management Agreement (IMA). Fees are negotiable under some circumstances. Connect accounts are subject to a minimum investment of $2,000.

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Areas of Practice

Investment Management

Advisor Information

Office location

520 White Plains Road, 3rd Floor, Tarrytown, NY, 10591

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Regulatory History

Clean regulatory record

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.