Carl Chaikin
Carl Chaikin is a registered investment advisor at Chaikin Capital Management INC., based in Woodcliff Lake, NJ, with 20 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, Investment Management, Retirement Planning. Their firm serves 15 clients with $56M 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 | 1.50% |
Fee declines as the size of the account relationship increases, down to 0.05%.
Fee Estimator
Location
Woodcliff Lake, NJ
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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
Chaikin Capital Management INC.
State Registrations1 state
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