Chaim Deutsch
Chaim Deutsch is a CFP-designated registered investment advisor at Kutz and Company INC., based in Great Neck, NY, with 4 years of industry experience. Chaim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 66 clients with $120M 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 | 1.00% |
Rates range between 0.67% and 1.00% per annum and are negotiable. Minimum account size is $100,000.
Fee Estimator
Contact
Chaim Deutsch
Location
475 Northern Blvd, Ste 26, Great Neck, NY, 11021
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 →Other Business ActivitiesSells Insurance
Chaim is licensed to sell life and health insurance in New York and New Jersey, dedicating minimal time to this activity. He also owns Deutsch Tax Advisory and is an investment adviser representative for both Oak Private Wealth LLC (minimal time) and Kutz & Company Inc. (full-time).
Employment History
Current Registrations
Kutz and Company INC.
Oak Private Wealth LLC
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
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