Paula Friedman is a CFP-designated registered investment advisor at Mclean Asset Management CORP., based in Tysons, VA, with 18 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 506 clients with $820M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. An additional 0.40% annual fee applies to assets managed using MAMC's Tax-Managed Core Equity strategies.
Fee Estimator
Location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
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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
Paula is the Managing Member of Retirement Researcher, LLC, which provides educational tools and resources on retirement income planning. She dedicates a few hours per week to overseeing business operations and strategy.
Employment History
Current Registrations
Mclean Asset Management CORP.
Previous Registrations
Glass Jacobson Investment Advisors, LLC
State Registrations1 state
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