Friedenthal Financial, LLC
Assets Under Management
$173.9M
Number of Clients
190
Number of Advisors
5
Average Client AUM
$915K
AUM per Advisor
$34.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Friedenthal Financial, LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client and offer Strategic and Tactical Asset Allocation strategies. They also provide financial planning and consulting services billed per project or hourly. The firm primarily advises on mutual funds, equities, bonds, ETFs, and other securities.
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
Location
5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053