Dana Cahan
Dana Cahan is a registered investment advisor at North Star Investment Management Corporation, based in Chicago, IL, with 3 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,643 clients with $2.5B 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 | 1.50% |
| $500K+ | 1.00% |
Rates shown are for balanced and equity investments. Fixed income investments are charged 1.00% up to $500,000 and 0.75% over $500,000. Alternative tiered schedule available for certain accounts with a $10,000 minimum annual fee.
Fee Estimator
Location
20 N. Wacker Drive, Suite 2027, 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
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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