Dana Cahan is a registered investment advisor at North Star Investment Management Corporation, based in Chicago, IL, with 2 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,548 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Schedule shown is for balanced and equity portfolios. Fixed income portfolios are charged at a lower rate. Fees may be negotiable.
Fee Estimator
Location
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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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
North Star Investment Management Corporation
Previous Registrations
Zuckerman Investment Group
State Registrations1 state
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