Chaikin Capital Management (CCM) is a registered investment advisor that creates and manages investment accounts for individuals, pensions, professionals, retirees, and parents planning for college funding. CCM focuses on wealth preservation through asset allocation, combining fixed income and equities based on client guidelines. CCM also offers tax management strategies and works with clients' advisors to decrease taxes and increase wealth. Investment plans can be adjusted to meet changing circumstances.
Assets Under Management$56M
Clients15
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee declines as the size of the account relationship increases, down to 0.05%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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