Sheldon Kaiz
Sheldon Kaiz is a CFP-designated registered investment advisor at Mack Investment Securities, INC., based in Northfield, IL, with 42 years of industry experience. Sheldon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 673 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees generally range from 1.00% to 2.25% depending on the program and strategy selected. Fees may be negotiable at management discretion.
Fee Estimator
Location
211 Waukegan Rd., Suite 300, Northfield, IL, 60093
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Regulatory 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 →Employment History
Current Registrations
Mack Investment Securities, INC.
Mack Investment Securities, INC.Broker
Previous Registrations
Washington National Equity CompanyBroker
Integrated Resources Equity CorporationBroker
Washington National Equity CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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