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.
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Daniel is the Chief Financial Officer of BKD Group LLC, Cooperative Laundry Tri-State LLC, and CNR Publications, LLC. He is also an Executive Director at MMG Advisors, Inc., where he assists in executing M&A transactions, dedicating nearly full-time hours during trading hours and minimal time outside of trading hours.