Carl Feldman
Carl Feldman is a registered investment advisor at Feldman Financial Services, LLC, based in Forked River, NJ, with 9 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees vary by investment strategy, ranging from a total annual fee of 1.00% to 2.15% (with Client Directed Accounts at a flat $300). Fees are negotiable and split between the third-party manager and Feldman Financial Services.
Fee Estimator
Location
429 Lacey Road, Forked River, NJ, 08731
Get directionsHistory
Regulatory History (5)
Judgment / Lien
January 2016Judgment / Lien
November 2015Judgment / Lien
October 2012Judgment / Lien
September 2011Judgment / Lien
June 2010Other Business ActivitiesSells Insurance
Carl Feldman is an independently licensed insurance agent. This practice takes up approximately 60% of his time.
Employment History
Current Registrations
Feldman Financial Services, LLC
State Registrations1 state
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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