Mark Friedman is a registered investment advisor at Educated Wealth & Financial, LLC, based in Westport, CT, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is involved in the operations and management of five investment real estate properties, some held jointly with his wife and one through 90-92 Garden Drive LLC where he is President and a 50% shareholder. This work takes about 10-20% of Mark's time and includes various management and administrative duties.
Employment History
Current Registrations
Educated Wealth & Financial, LLC
State Registrations1 state
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