Advisor at Leatherback Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leatherback Investments LLC
Location
Lakewood, NJ 08701
Credentials
Series 65
Industry experience
8 years
Eliyahu Fried is a financial advisor at Leatherback Investments LLC with eight years of industry experience. He holds a Series 65 designation and has been with Leatherback Investments since 2018. Fried also serves as the Executive Director of REEF, a nonprofit organization supporting entrepreneurs and small businesses, which occupies a significant portion of his professional time. Additionally, he owns a consulting and educational services business through IDIS Real Properties LLC. Leatherback Investments LLC provides advisory services to high-net-worth individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm focuses on broadly diversified, asset-allocation portfolios using mutual funds and ETFs, with a macro and valuation overlay, and manages a concentrated client base with large institutional or family accounts.
Based on Leatherback Investments LLC
Fixed fees ranging from $5,000 to $15,000 for Retirement Plan Consulting; Fixed fees negotiated for Project Based Consulting/Financial Planning
$0 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.55% $5,000,001 - $20,000,000: 0.25% $20,000,001+: 0.10% $0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%
Account minimum: $1,000,000 Minimum fee: Annual minimum employee benefit plan fee of $5,000 for Retirement Plan Management Fee-only: Fixed fees ranging from $5,000 to $15,000 for Retirement Plan Consulting; Fixed fees negotiated for Project Based Consulting/Financial Planning and Investment Consulting ($500 to $10,000 per month ongoing consulting fees)
1750 Cedarbridge Avenue,, Suite 2
Lakewood, NJ 08701
New Jersey
Leatherback Investments LLC
2018 - Present (8 years)
REEF
2018 - Present (8 years)
Oorah/Kars4kids
2014 - 2018 (4 years)
IDIS Real Properties LLC
2007 - Present (19 years)
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Real estate agent
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Other specialized services
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