Chaim Investment Advisors offers portfolio management and financial planning services. Investment advice covers mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs. Financial planning includes investment, insurance, tax, retirement, college, and debt/credit planning. Financial planning is offered at no cost for clients who also have portfolio management accounts. Chaim Investment Advisors also offers pension consulting services.
Assets Under Management$8.7M
Clients101
Advisors1
Avg. per Client$86K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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