Friedenthal Financial Brochure - page 10

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.
Fee Structure
Tactical Asset
Strategic Asset
First $500,000
1.20% 0.60%
Next $500,000
1.00% 0.50%
Next $2 million
0.80% 0.40%
Next $7 million
0.60% 0.30%
Next $10 million
0.40% 0.20%
Assets> $20 million
0.20% 0.10%
Your portfolio will be
on a daily basis
to ensure it is continuing
to meet your directive.
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.)
* Minimum investment - $250,000
1,2,3,4,5,6,7,8,9 11,12,13,14,15,16
Powered by FlippingBook