Alan Freiman is a registered investment advisor at Verona Capital Management LLC, based in Santa Monica, CA, with 27 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, Retirement Planning. Their firm serves 67 clients with $70M 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 | 1.00% |
Fee may be negotiable.
Fee Estimator
Location
1821 Wilshire Blvd., Suite 110, Santa Monica, CA, 90292
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Verona Capital Management LLC
State Registrations1 state
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