Friedenthal Financial provides personalized investment management and financial consulting services tailored to each client's specific goals, risk tolerance, and time horizon. The firm offers two main portfolio management strategies: a static approach that maintains a constant target allocation and a dynamic approach that shifts assets across different classes and industries as market conditions change. In addition to managing investments, Friedenthal Financial provides financial planning and consulting projects, including portfolio reviews, risk tolerance assessments, retirement readiness evaluations, and retirement plan consulting. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
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.