David Fried is a registered investment advisor at Fried Asset Management, INC., based in Beverly Hills, CA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fried Asset Management charges an annual fee based on the type of investment:
- Income Composite: 1.0% of the portfolio value per year.
- BuyBack Composite: 2.0% of the portfolio value per year. For clients not referred by third-party advisors, the fee is generally 1.5%.
Fees are billed at the end of each quarter based on the portfolio value on the last day of the quarter. Fees may be negotiable under limited conditions.
Location
Beverly Hills, CA
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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
David is the President, Researcher, and Publisher for David Fried Enterprises, Inc. dba The Buyback Letter, an investment-related business. He spends some time on this activity during securities trading hours.
Employment History
Current Registrations
Fried Asset Management, INC.
State Registrations1 state
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