Advisor at Robertson Stephens
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Pamela Friedman is a CFP® with 15 years of experience in financial advising. She has been with Robertson Stephens Wealth Management since 2020 and previously worked at Silicon Hills Wealth Management from 2013 to 2020. She is the founder and sole proprietor of Divorce Planning of Austin, LLC, and is also an author and instructor of financial education courses. Additionally, she has taught a financial planning course at the McCombs School of Business. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets.
Based on Robertson Stephens
Financial planning flat fees range from $2,500 to $50,000 per plan; $1,000 to $5,000 per update; quarterly flat fees total $500 to $100,000 per year; fixed fees for investment management negotiated per client
Negotiable; typically 0.10% to 2.00% annually based on size and complexity
$250 to $500 per hour for financial planning services
1308 Navasota Street
Austin, TX 78702
Texas
Robertson Stephens Wealth Management, LLC
2020 - Present (6 years)
Silicon Hills Wealth Management
2013 - 2020 (7 years)
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Other specialized services
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