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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
500 Franklin Turnpike, Ramsey, NJ, 07446
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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 →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
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 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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