Martin Fridson
Martin Fridson is a CFA-designated registered investment advisor at Lehmann, Livian, Fridson Advisors, LLC, based in New York, NY, with 2 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $67M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These rates apply to Income and Multi-Driver portfolios. Equity portfolios are charged 1.50% annually. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
450 7th Avenue, Suite 801, New York, NY, 10123
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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
Martin is the sole proprietor and CEO of FridsonVision LLC and Income Securities Advisors LLC (ISA), which publishes a monthly investment newsletter. He also works part-time for Porter Research, producing research reports and market updates, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Lehmann, Livian, Fridson Advisors, LLC
State Registrations1 state
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