Friedenthal Financial (FF) provides ongoing investment management based on clients' goals and risk tolerance. FF creates an Investment Policy Statement for each client to guide portfolio selection. FF offers Strategic and Tactical Asset Allocation strategies. FF also provides financial planning and consulting services billed per project or hourly. FF's advice is limited to mutual funds, equities, bonds, ETFs, real estate, and other securities.
Assets Under Management$170M
Clients190
Advisors4
Avg. per Client$920K
Avg. per Advisor$43M
www.linkedin.com/company/957252 ·www.facebook.com/friedenthalfinancial ·www.friedenthalfinancial.com
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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