Elias Friedman is a CFP-designated registered investment advisor at Mariner Independent, based in Schaumburg, IL, with 33 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
1101 Perimeter Drive, Suite 250, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elias owns Time to Reorder LLC, selling inflatable products and towels, dedicating minimal time to it. He also offers investment services through Mariner Platform Solutions/Mariner Independent, taking nearly full-time hours.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Mariner Independent
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Sun Life of Canada (U.S.) Distributors, INC.Broker
Hartford Equity Sales Company INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Oppenheimerfunds Distributor, INC.Broker
Selected Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.