Jeffrey Goldman
Jeffrey Goldman is a registered investment advisor at Chapin Davis Asset Management, based in Baltimore, MD, with 32 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 555 clients with $640M 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 | 2.00% |
Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.
Fee Estimator
Location
Baltimore, MD
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Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Jeffrey drives for Uber, a non-investment activity taking minimal time. He is also a sales agent and independent contractor for Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, Davis
Chapin, DavisBroker
Previous Registrations
Chapin, DavisBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations12 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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