Mark Friedenthal is a registered investment advisor at Friedenthal Financial, LLC, based in Marlton, NJ, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 196 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Rates shown are for the Strategic Asset Allocation strategy. The Tactical Asset Allocation strategy charges 1.20% on the first $1M, 0.80% on the next $2M, 0.50% on the next $2M, and 0.20% on amounts above $5M. Certain legacy clients may have different fee arrangements.
Fee Estimator
Location
5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053
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Regulatory 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 →Employment History
Current Registrations
Friedenthal Financial, LLC
State Registrations2 states
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Exams
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