Lehmann, Livian, Fridson Advisors, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Lehmann, Livian, Fridson Advisors, LLC
Overview
Lehmann, Livian, Fridson Advisors, LLC is an advisory company located in New York, New York. The company has $79.2 million in assets throughout 111 accounts. The firm has a small group, including 2 financial advisors. Lehmann, Livian, Fridson Advisors, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, options and equities.
Lehmann, Livian, Fridson Advisors, LLC administers 108 of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell judgments without requiring client authorization. Lehmann, Livian, Fridson Advisors, LLC also has three non-discretionary accounts with a total of $3.5 million in AUM. The advisory firm's average account size is $713,854. An average financial advisor at Lehmann, Livian, Fridson Advisors, LLC administers about 56 client accounts, making it about average in terms of personalization.
The firm's headquarters is at 450 7Th Avenue, New York, New York 10123. It is registered to serve investors across a number of states, including California, Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lehmann, Livian, Fridson Advisors, LLC by the Numbers
$79.2 million
2
111
$713.9 thousand
Fee Structure
Financial advisory fees usually depend on the services offered. However, fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors and corporations. Out of its 111 customers, Lehmann, Livian, Fridson Advisors, LLC's largest client type is high net worth investors, but it also caters to 59 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 96.72%
- Other Individuals - 0%
- Corporations - 3.28%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Lehmann, Livian, Fridson Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.