Frank Friedler
Frank Friedler is a ChFC-designated registered investment advisor at Freegulliver, LLC, based in New Orleans, LA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 333 clients with $800M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The above represents the Firm's standard blended fee schedule and may be subject to change. Tracked Assets Only fee is 0.10% and is not in addition to AUM fees.
Fee Estimator
Location
5500 Laurel Street, New Orleans, LA, 70115
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business ActivitiesSells Insurance
Frank is associated with investment-related entities and funds managed by FreeGulliver, dedicating about 10-20% of his time to these activities. He is also an independent insurance agent since 1996, but spends minimal time on insurance sales.
Employment History
Current Registrations
Freegulliver, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
State Registrations6 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.