Theodore Friedlander is a registered investment advisor at Friedlander & CO INC, based in Milwaukee, WI, with 44 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $560M 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 $250K | 0.90% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable and may be adjusted based on various factors, including the nature of the assets, the type of analysis required, the length of the client’s relationship, family relationships, and the level of service required by the client. Adjustments to reduce fees are made for accounts with substantial bond and cash positions.
Fee Estimator
Location
322 East Michigan Street, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Friedlander & CO INC
State Registrations1 state
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