Frederic Wheeler is a CFA-designated registered investment advisor at Friedenthal Financial, LLC, based in Marlton, NJ, with 17 years of industry experience. Frederic 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 →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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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