Friedlander & Co. is an investment advisory firm that manages individual accounts. They aim for long-term growth using a value investing approach, seeking undervalued securities. Friedlander & Co. tailors its advice to each client's needs and allows clients to set restrictions on their investments. They focus on equity securities, considering factors like earnings, dividends, and management strength. They do very little short-term trading.
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.