CS
CFA
CS
CFA

Claudia Rose Saia

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
190 clients
Average Client Portfolio
$915K average
Assets Under Management
$173.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.90%
$1.0M - $3.0M0.60%
$3.0M - $5.0M0.30%
$5M+0.10%

Strategic Asset Allocation Fee Schedule

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

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
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Friedenthal Financial, LLC
June 2018 - December 2020 · 2 yrs 6 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.
Claudia Rose Saia - Financial Advisor | TrueAdvisor