Carl Chaikin
Carl Chaikin is a registered investment advisor at Chaikin Capital Management INC., based in Woodcliff Lake, NJ, with 21 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 13 clients with $43M 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% |
Fees range from 1.50% to 0.50% depending on account size, declining as the relationship grows.
Fee Estimator
Location
Woodcliff Lake, NJ
Get directionsHistory
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
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
More Advisors
- Lauren Wong, CFATandem Capital Management, INC.
- Aidan Kokodynski, CFAPark Avenue Securities LLC
- Joanna Kopsaftis, CFPMoneco Advisors
- Domenick Saglimbeni, CFPCetera Investment Advisers LLC
- Laurie Goldsmith-Heitner, ChFCPark Avenue Securities LLC
- Salvatore Petruzzellis, ChFCPark Avenue Securities LLC