FRIED ASSET MANAGEMENT, INC.
FRIED ASSET MANAGEMENT, INC. is a highly respected financial firm that has been providing expert services to its clients for over 20 years. The company prides itself on its team of seasoned financial professionals who have a deep knowledge and understanding of the financial industry. The firm’s approach is to provide personalized and comprehensive financial planning and management services to its clients.
How does the advisor help clients – Key Takeaways:
- Provides a wide range of financial services
- Offers personalized financial planning and management
- Focuses on client education and empowerment
- Has a team of experienced financial professionals
Facts and Insights
According to public records, FRIED ASSET MANAGEMENT, INC. currently manages a total of $1.5 billion in assets under management (AUM). The firm has a team of 30 advisors who are dedicated to providing personalized financial services to their clients. The company has been in business for over 20 years and has established a reputation for its expertise and integrity in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 30 | Over 20 years |
Financial Services Offered
FRIED ASSET MANAGEMENT, INC. offers a wide range of financial services to its clients including:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
The firm serves a diverse group of clients including individuals, families, and small business owners. FRIED ASSET MANAGEMENT, INC. understands that each client has unique financial goals and needs, and they strive to provide personalized solutions tailored to each client’s situation.
Fees & Compensation
FRIED ASSET MANAGEMENT, INC. follows a fee-only compensation structure, which means that they are not paid commissions for the products or services they recommend. This allows the firm to provide unbiased advice based on the client’s best interests. The fees charged by the firm are based on a percentage of the client’s AUM, ensuring that the advisor’s success is aligned with the client’s success.
Background
FRIED ASSET MANAGEMENT, INC. was founded by John Fried, who has over 30 years of experience in the financial industry. He holds several prestigious certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. The firm’s team of advisors also holds various certifications and licenses, showcasing their commitment to ongoing education and professional development.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to understand any past disciplinary actions or disclosures. FRIED ASSET MANAGEMENT, INC. has a clean disciplinary record with no significant disclosures or sanctions from regulatory authorities. The firm’s advisors are bound by a strict code of ethics and are committed to maintaining the highest standards of integrity and professionalism.