Vanessa Friedman is a registered investment advisor at She Wealth Advisors LLC, based in Woodland Hills, CA. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $1.4M 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are determined based on investment strategy, trading activity, portfolio complexity, and overall relationship. Lower fees may be available from other sources.
Fee Estimator
Location
21243 Ventura Blvd., #118, Woodland Hills, CA, 91364
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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 →Employment History
Current Registrations
She Wealth Advisors LLC
State Registrations1 state
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