Brian Friedman is a CFA-designated registered investment advisor at Israel Investment Advisors, LLC, based in Denver, CO, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
The standard investment management fee rate for fixed income assets under management is 0.30% per year and does not vary with account size. Fees are negotiable.
Fee Estimator
Location
1290 Broadway, Suite 1100, Denver, CO, 80203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian Friedman is the president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors, Inc.
Employment History
Current Registrations
Israel Investment Advisors, LLC
Ghp Investment Advisors INC
Previous Registrations
Ghp Investment Advisors INC
State Registrations1 state
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