Eliyahu Fried is a registered investment advisor at Leatherback Investments LLC, based in Lakewood, NJ, with 9 years of industry experience. Eliyahu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 12 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees and account minimums are negotiable at the firm's discretion. Household accounts may be aggregated for fee calculations.
Fee Estimator
Location
1750 Cedarbridge Avenue,, Suite 2, Lakewood, NJ, 08701
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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
Eli is the Executive Director at REEF, a charity supporting entrepreneurs and small businesses, taking about half of his time. He also owns Idis Real Properties LLC, providing consulting and educational services, which takes about 10-20% of his time.
Employment History
Current Registrations
Leatherback Investments LLC
Previous Registrations
Endurant Financial LLC
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.
Exams
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