Overview

Headquarters
Dubuque, IA
Total Firm Assets
$409 million
Average High-Net-Worth Client Portfolio Size
$3.8 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: FRIDAY FINANCIAL FORM ADV PART 2A (2026-05-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $1,000,000 1.00%
$1,000,001 $2,000,000 0.90%
$2,000,001 $5,000,000 0.70%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,625 1.06%
$5 million $40,625 0.81%
$10 million $65,625 0.66%
$50 million $265,625 0.53%
$100 million $515,625 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
81.44%
Number of High-Net-Worth Clients
88
Total Client Accounts
829
Discretionary Accounts
827
Non-Discretionary Accounts
2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
329748
  • FRIDAY FINANCIAL FORM ADV PART 2A (2026-05-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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