Frederic Wheeler is a CFA-designated registered investment advisor at Friedenthal Financial, LLC, based in Marlton, NJ, with 16 years of industry experience. Frederic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 190 clients with $170M 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% |
This fee schedule is for Strategic Asset Allocation (buy/hold/rebalance). Tactical Asset Allocation fees are: First $1,000,000: 1.20%, Next $2,000,000: 0.80%, Next $2,000,000: 0.50%, Above $5,000,000: 0.20%
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 →Other Business Activities
Frederic is the sole member of Wheeler Enterprises, LLC, working as a consultant since January 2021. He dedicates about 10-20% of his time to this business outside of trading hours.
Employment History
Current Registrations
Friedenthal Financial, LLC
Previous Registrations
Metlife Securities INC.
State Registrations2 states
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