RN
CFP
RN
CFP
Robert Nahum
21 Years of Experience
Lakewood, NJ
1 Disclosure
Robert Nahum is a CFP-designated registered investment advisor at Nisman Investment Services INC., based in Lakewood, NJ, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 46 clients with $43M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$929K average
Assets Under Management
$42.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1650 Lexington Ave, Lakewood, NJ, 08701
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2003Withdrawn
Other Business Activities
Robert is the president of Robert P Nahum PC, an accounting and tax firm. This activity is not investment-related.
Employment History
Current Registrations
Nisman Investment Services INC.
November 2004 - Present · 21 yrs 6 mos
State Registrations1 state
NJ
Advisor
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
No exam information available for this advisor.