Eliyahu Fried is a registered investment advisor at Leatherback Investments LLC, based in Lakewood, NJ, with 8 years of industry experience. Eliyahu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 11 clients with $160M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Account minimums and advisory fees are negotiable.
Fee Estimator
Location
1750 Cedarbridge Avenue,, Suite 2, Lakewood, NJ, 08701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eli is the Executive Director at REEF, a charity supporting entrepreneurs and small businesses, taking about half of his time. He also owns Idis Real Properties LLC, providing consulting and educational services, which takes about 10-20% of his time.
Employment History
Current Registrations
Leatherback Investments LLC
Previous Registrations
Endurant Financial LLC
State Registrations1 state
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