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Portfolio Management

Portfolio Management

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  • Custom Risk Tolerance Assessment
  • Custom Portfolio (Wealth) Management
  • Tactical Asset Allocation (Dynamic)
  • Strategic Asset Allocation (Static)
  • Tax Sensitive Asset Management
  • Brokerage, IRA, and Corporate Pension Management

 

Our fee is designed to align our interests with yours.

 

Friedenthal Financial is an independent, fee-only, Registered Investment Advisor (RIA). This means that we are compensated entirely by you, our client. We earn no commissions whatsoever. Nor do we generate any other revenue from sources other than our clients.

Instead, we charge one low fee that is fully disclosed and completely transparent. All investment consulting services and regular meetings and communications are included in this fee.

Fees are paid quarterly in arrears based upon a percentage of assets under management. They are debited directly from your investment accounts, or paid directly via check. (Fees for Strategic Asset Allocation are greatly reduced because they require less time to implement and maintain.)

 

ANNUAL FEES Tactical Asset Allocation Strategic Asset Allocation
First $500,000
Next $500,000

Next $2 million

Next $7 million

Next $10 million

Assets > $20 million

1.20%
1.00%
0.80%
0.60%
0.40%
0.20%
0.60%
0.50%
0.40%
0.30%
0.20%
0.10%

minimum investment – $250,000