Brenda Friederich is a CFP-designated registered investment advisor at Abundit Wealth, based in San Jose, CA, with 21 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 22 clients with $22M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1226 Lincoln Ave, Suite 200, San Jose, CA, 95125
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 ActivitiesSells Insurance
Brenda is a licensed insurance agent in California and has been an IPA agent with Ohio National Financial Services since 2003, selling insurance. She may receive commissions from these sales.
Employment History
Current Registrations
Abundit Wealth
Previous Registrations
Mariner Independent
Rnp Advisory Services, INC.
Rnp Advisory Services, INC.
Reinhardt Advisory Services, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.