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Meyer Cheikin

Herbert J. Sims Capital Management, INC.
47 Years of Experience
Boca Raton, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Meyer Cheikin is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Boca Raton, FL, with 47 years of industry experience. Meyer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 350 clients with $440M in assets under management.

Herbert J. Sims Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
37 advisors
Number of Clients
350 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$436.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1.0M - $2.5M1.75%
$2.5M - $5.0M1.50%
$5M+1.25%

Fees are generally subject to negotiation and typically range from 1.25% to 2.50% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2700 N Military Trail, Suite 400, Boca Raton, FL, 33431

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2005
Settled
Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Meyer is an investment adviser representative of HJ Sims Capital Management, dedicating most of his time to this role. He also spends minimal time on insurance business.

Employment History
Current Registrations
Herbert J. Sims & CO, INC.Broker
January 2016 - Present · 10 yrs 9 mos
Herbert J. Sims Capital Management, INC.
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Westport Resources Management INC
August 2012 - January 2016 · 3 yrs 5 mos
Westport Resources Investment Services, INC.Broker
August 2012 - January 2016 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
September 2007 - August 2012 · 4 yrs 11 mos
Wells Fargo Advisors, LLC
September 2007 - August 2012 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - September 2007 · 14 yrs 2 mos
Citigroup Global Markets INC.
January 1991 - September 2007 · 16 yrs 8 mos
Lehman Brothers INC.Broker
October 1983 - July 1993 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1979 - October 1983 · 4 yrs 2 mos
State Registrations24 states
CACOCTDCFLGAINMAMDMEMNNCNJNVNYOHPARISCTXVAVTWIWY
AdvisorBrokerBoth

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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