Michael Frieda
Michael Frieda is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 42 years of industry experience. Michael 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, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2225 Lexington Road, Louisville, KY, 40206
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Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Michael is a co-owner and technical coordinator at Crystal Wealth Management, Inc dba USPNY Private Wealth Management, where he sells fixed rate insurance & annuity products and health-related products, dedicating about 10-20% of his time. He also sells non-security based insurance products to the general public.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
1717 Capital Management CompanyBroker
MML Investors Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Phoenix Equity Planning CorporationBroker
State Registrations10 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.