Jeffrey Mark Goldman

Chapin Davis Asset Management

31 Years of Experience

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Firm Information

Chapin Davis Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

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%

The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiated with your investment adviser representative.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Chapin Davis charges an annual fee of 2.00% for investment portfolio management, 401k investment advisory, and wrap fee manager services, calculated on your account value. This fee does not include brokerage charges, transaction fees, or mutual fund management fees. Financial planning services are offered for a flat fee, based on the complexity of the analysis and scope of the engagement. Fees may be negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

1411 Clarkview Road, Baltimore, MD, 21209

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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

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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.