Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
190 clients
Average Client Portfolio
$915K average
Assets Under Management
$173.9M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.50%
$5M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$150 - $500/hr

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
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Friedenthal Financial, LLC
June 2024 - Present · 1 yr 7 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.