Elias Friedman is a CFP-designated registered investment advisor at Mariner Independent, based in Schaumburg, IL, with 33 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B 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 | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
1101 Perimeter Drive, Suite 250, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elias owns Time to Reorder LLC, selling inflatable products and towels, dedicating minimal time to it. He also offers investment services through Mariner Platform Solutions/Mariner Independent, taking nearly full-time hours.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Mariner Independent
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Sun Life of Canada (U.S.) Distributors, INC.Broker
Hartford Equity Sales Company INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Oppenheimerfunds Distributor, INC.Broker
Selected Financial Services, INC.Broker
State Registrations2 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.
Exams
More Advisors
- Dominic Colletti, CFPMercer Global Advisors INC.
- Ryan Linenger, CFPPlante Moran Financial Advisors
- Dana Delance, CFPMercer Global Advisors INC.
- Brian Magura, CFP, ChFCEdward Jones
- Sheila Gugliuzza, CFP, ChFCCharles Schwab & CO., INC.
- Kathryn Mcgough, CFPHightower Advisors, LLC