Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.20% |
Fee Estimator
Friedenthal Financial offers two investment management services: Strategic Asset Allocation and Tactical Asset Allocation, each with its own fee schedule based on assets under management. For Strategic Asset Allocation, the annual fee is 0.90% on the first $1,000,000, decreasing to 0.10% for assets above $5,000,000. Tactical Asset Allocation fees range from 1.20% on the first $1,000,000 to 0.20% above $5,000,000. Financial planning and consulting fees range from $150 to $500 per hour or may be negotiated as a fixed cost per project. There is a minimum account size of $250,000, which may be waived.
Areas of Practice
Advisor Information
Office location
5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frederic is the sole member of Wheeler Enterprises, LLC, working as a consultant since January 2021. He dedicates about 10-20% of his time to this business outside of trading hours.