Lehmann, Livian, Fridson Advisors, LLC
SEC RegisteredYour Income Investing Specialists
About the firm
LLF Advisors brings a team of experienced investment professionals dedicated to personal income needs. Before designing a personalized portfolio, they take the time to learn about clients', their spouses', and their children's life goals, income needs, investment objectives, risk tolerance, and tax situation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized income investing portfolios, financial planning education ranging from basics to complex quantitative techniques, and quarterly webcasts. Focus on providing adequate income for retirement while protecting purchasing power against inflation.
Who they serve
Income investors, including clients, their spouses, and their children seeking personalized income and retirement planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 51 | $84M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Income and Multi-Driver Portfolios - Up to $1MM | 1.00% |
| Income and Multi-Driver Portfolios - $1MM to $5MM | 0.75% |
| Income and Multi-Driver Portfolios - Above $5MM | 0.50% |
| Equity Portfolios - All Assets | 1.50% |
| Consulting - All Assets | 1.00% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lehmann, Livian, Fridson Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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