Friedenthal Financial, LLC

Assets Under Management

$173.9M

Number of Clients

190

Number of Advisors

5

Average Client AUM

$915K

AUM per Advisor

$34.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Friedenthal Financial, LLC provides ongoing portfolio management based on client goals and risk tolerance, using strategic and tactical asset allocation strategies. They also offer financial planning and consulting services billed per project or hourly. The firm manages discretionary and non-discretionary assets.

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
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

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

5 Advisors at this firm

Friedenthal Financial, Llc | TrueAdvisor