Brett Friedman
Brett Friedman is a CFP-designated registered investment advisor at D&s Wealth Management Group, based in North Potomac, MD, with 17 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 57 clients with $52M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees may be negotiated, waived, or reduced on a client-by-client basis. For any portion of your account managed by a third-party money manager, this management fee schedule may not apply.
Fee Estimator
Location
North Potomac, MD
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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 ActivitiesSells Insurance
Brett is the Chief Growth & Strategy Officer at DeLeon and Stang, CPA's and Advisors, spending about half of his time on tax and auditing work. Brett is also the Managing Member and an insurance agent at D&S Insurance Solutions, LLC, dedicating about 10-20% of his time to insurance sales.
Employment History
Current Registrations
D&s Wealth Management Group
Previous Registrations
Peak Investment Advisors, INC.
Northwest Financial Group
LPL Financial Corporation
State Registrations3 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.