Jeffrey Mark Goldman

Chapin Davis Asset Management

31 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Chapin Davis Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

498 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$539.1M

Fee Structure

Minimum Investment:$50K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	2.00%

Fee may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1411 Clarkview Road, Baltimore, MD, 21209

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History

Regulatory History (1)

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

December 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey drives for Uber, a non-investment activity taking minimal time. He is also a sales agent and independent contractor for Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating about 10-20% of his time.