Fried Asset Management offers investment management services, primarily fee-based portfolio management. While they offer general consultation about your overall financial situation, they don't sell financial products. Fried does not tailor their advisory services to individual needs, but clients can impose some restrictions on investments.
Assets Under Management$27M
Clients49
Advisors1
Avg. per Client$540K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Fried Asset Management charges an annual fee based on the type of investment:
- Income Composite: 1.0% of the portfolio value per year.
- BuyBack Composite: 2.0% of the portfolio value per year. For clients not referred by third-party advisors, the fee is generally 1.5%.
Fees are billed at the end of each quarter based on the portfolio value on the last day of the quarter. Fees may be negotiable under limited conditions.
Loading...