Meyer Cheikin
Meyer Cheikin is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Fairfield, CT, with 46 years of industry experience. Meyer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 221 clients with $190M 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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Advisory fees are subject to negotiation and typically range from 1.25% to 2.50% of the initial value of the assets in the account per year, depending on the size of the account or household and services covered. Envestnet charges a flat annual operational fee of $25 based on services provided.
Fee Estimator
Location
2150 Post Road, Suite 301, Fairfield, CT, 06824
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2005Customer Dispute
July 2002Other 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
Herbert J. Sims Capital Management, INC.
Previous Registrations
Westport Resources Investment Services, INC.Broker
Westport Resources Management INC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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.