Stuart Friedman is a registered investment advisor at Riley Friedman Asset Management, based in Los Altos, CA, with 23 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 210 clients with $500M 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 $500K | 1.00% |
| $500K - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
4984 El Camino Real, Suite 101, Los Altos, CA, 94022
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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
Stuart Edwin Friedman is an investment adviser representative with Riley Friedman Asset Management. This disclosure does not describe any outside business activities.
Employment History
Current Registrations
Riley Friedman Asset Management
Previous Registrations
Denarius Advisors, LLC
Lehrer Management CO INC
State Registrations1 state
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