Allan Budelman is a registered investment advisor at Corient, based in Weston, FL, with 23 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
2700 S Commerce Parkway, Suite 100, Weston, FL, 33331
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Regulatory History (2)
Customer Dispute
October 2024Customer Dispute
August 2011Other Business Activities
Allan serves on the advisory board of The Memorial Foundation, a non-investment-related entity. He also owns and manages DDIAWA Consulting, which owns a portion of EMFO, dedicating minimal time to each activity.
Employment History
Current Registrations
Corient
Previous Registrations
Emfo, LLC
Emerald Allocation Strategies, LLC
Emerald Asset Advisors LLC
Lockwood Financial Services, INC
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.