NC
CFP
NC
CFP

Niraj Chhabra

20 Years of Experience
Ramsey, NJ

Niraj Chhabra is a CFP-designated registered investment advisor at Mariner Independent, based in Ramsey, NJ, with 20 years of industry experience. Niraj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
4,307 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 Franklin Turnpike, Ramsey, NJ, 07446

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Niraj owns real estate, a multi-family property, and is the owner of Niraj Chhabra, an account used for payroll. He is also a Managing Director at SideBar Advisors and an owner at Financial Planning Association, spending about 10-20% of his time performing prospective client seminars. Niraj volunteers for Savvy Ladies, giving financial advice a few hours per month.

Employment History
Current Registrations
Mariner Independent
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2006 - July 2022 · 16 yrs 2 mos
Ameriprise Financial Services, LLCBroker
May 2006 - July 2022 · 16 yrs 2 mos
State Registrations2 states
NJTX
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.
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