Jeffrey Goldman
Jeffrey Goldman is a registered investment advisor at Chapin Davis Asset Management, based in Baltimore, MD, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
1411 Clarkview Road, Baltimore, MD, 21209
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Regulatory History (1)
Customer Dispute
December 2023Other 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.
Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, Davis
Chapin, DavisBroker
Previous Registrations
Chapin, DavisBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations12 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.