Alan Friedman is a registered investment advisor at Market Gauge Asset Management, based in Santa Fe, NM, with 2 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
In addition to the investment management fee, clients will be charged a .10% platform fee for the use of the Advyzon trading services and client portal. Fees are negotiable. Qualified Clients may pay an annual fee not to exceed 2.5% of assets under management along with a performance fee based on capital appreciation. If the portfolio rises in value, then the client will pay 15% on that increase in value.
Fee Estimator
Location
404 Kiva Court Suite G, Santa Fe, NM, 87505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is involved in short-term rental real estate and receives no commissions. He also works as an associate professor at Purdue University.
Employment History
Current Registrations
Market Gauge Asset Management
State Registrations2 states
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