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RF
CFP
RF
CFP
Richard Alexander Friedland
Moss Adams Wealth Advisors LLC
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Estate Planning
High Net Worth
Moss Adams Wealth Advisors LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,203 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$4.8B
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $1.0M
1.25%
$1.0M - $2.0M
1.00%
$2.0M - $5.0M
0.75%
$5.0M - $10.0M
0.50%
$10M+
0.25%
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
10960 Wilshire Blvd Ste 1100, Los Angeles, CA, 90024
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Criminal
January 2003
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Moss Adams Wealth Advisors LLC
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Moss Adams Securities & Insurance LLC
Broker
August 2014 - September 2018 · 4 yrs 1 mo
Wells Fargo Advisors, LLC
January 2011 - May 2012 · 1 yr 4 mos
Wells Fargo Advisors, LLC
Broker
January 2011 - May 2012 · 1 yr 4 mos
Wells Fargo Investments, LLC
June 2009 - January 2011 · 1 yr 7 mos
Wells Fargo Investments, LLC
Broker
May 2009 - January 2011 · 1 yr 8 mos
State Registrations
1 state
CO
Advisor
Exams
No exam information available for this advisor.