Friedenthal Financial is a financial advisory firm that provides investment management and financial planning services out of Marlton, New Jersey. This fee-only firm also offers clients access to a proprietary digital portal where they can monitor their investments and perform other actions.
Friedenthal Financial Background
Mark Friedenthal founded his namesake fire in 2009 following stints at CitiBank, PHH Corp., GE Capital Markets and the Federal Reserve Bank of Atlanta. Friedenthal remains the principal owner of the firm.
Friedenthal Financial Client Types and Minimum Account Sizes
Friedenthal Financial provides advice to a variety of clients including:
- High-net-worth individuals
- Pension and profit-sharing plans
- Charitable organizations
To open an account, you’ll generally need a minimum investment of $250,000. However, the firm may waive or reduce this minimum at its discretion.
Services Offered by Friedenthal Financial
Friedenthal Financial offers investment management and financial planning services. Before making investment decisions, the firm’s advisors meet with clients to establish an investment policy statement. This document details the client’s financial situation, risk tolerance and long-term goals. The firm would use this information to design a personalized investment portfolio based on either a strategic asset allocation or a dynamic one.
With the strategic option, the asset allocation for your portfolio generally remains the same for the long-term in order to capture returns and mitigate risk. With a dynamic option, the asset allocation can change across different asset classes and market sectors depending on movements in market trends.
The firm’s advisors can also offer financial plannign and consulting services on a per project or hourly basis. Financial planning and consulting may include:
- Portfolio review
- Comprehensive risk tolerance assessment
- Evaluation of financial longevity
- Retirement readiness
- Participan directed 401(k)/403(b) portfolio review
- Retirement plan level advisory consulting
Friedenthal Financial Investment Philosophy
Friedenthal Financial aims to make investment decisions that are appropriate to your risk tolerance. Its advisors can generally provide advice regarding:
- Investment strategy
- Asset allocation
- Risk tolerance
- Personal Investment policy
- Asset selection
- Regular portfolio monitoring
As for types of securities and investment, Friedenthal Financial focuses its advice on:
- Mutual funds
- Fixed income
- Debt securities
- Exchange-traded funds (ETFs)
- Real estate
- Hedge funds
- Third-party money managers,
- Real estate investment trusts (REITs)
- Insurance products, including annuities
- Private placements
- Government bonds
- Stock securities
Fees Under Friedenthal Financial
The firm primarily charges annual investment advisory fees based on assets under management (AUM). Here are the firm's current fee schedules:
Strategic Asset Allocation (buy/hold/rebalance)
|Total Assets Under Management||Annual Fee|
Tactical Asset Allocation Fee Schedule
|Total Assets Under Management||Annual Fee|
Hourly fees for investment consulting range from $150 to $500.
What to Watch Out For
Our research did not flag anything to watch out for. Friedenthal Financial has not been the subject of any disciplinary action within the past 10 years. You can review its Form ADV on the official website of the U.S. Securities & Exchange Commission (SEC).
The firm isn’t affiliated with outside financial institutions. Plus, it works on a fee-only basis, so advisors have fewer conflicts of interest than those at fee-based firms.
All information is accurate as of the writing of this article.
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