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Financial Freedom could be just one phonecall away…

We will do our best to make sure you have enough savings, financial investments, and cash on hand to afford the kind of life you desire for yourself and your family. We help you grow your savings with various investment vehicles and right decisions that enable you to retire or pursue the career you want without being driven by earning a set salary each year.

Wealth Management

We will provide more than just investment advice, our services encompass all parts of your financial life. You will benefit from a holistic approach in which us coordinates all the services needed to manage your money and plan for you or your family’s current and future needs.

The answer to your financial planning and wealth questions

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Fenul Wealth Management is an independent, registered investment advisory firm located in Los Angeles, California. We specialize in providing Simple and comprehensive wealth management solutions to all people in any income category. If you are high net worth individual/family that would like to maintain, grow your wealth or retire, we are here for you to achieve your goals. If you are also at beginning of your career and would like to be high net worth individual/family in future with right financial decisions, we are also here for you to achieve your financial freedom.  We are investment advisor for all people that’s why we do not impose any minimum requirement on any of our services.

Yes, absolutely. Please call us to schedule a remote video or phone session.

Call us at 888-336-8586 to have free consultation or book appointment here.

We offer free consultation on all of our services. Here is fee structure if you would like to continue on any financial freedom path;

Financial Planning Service Fee Type and Amount
Comprehensive Financial Plan $3,500 fixed fee
Annual Financial Plan Review $1000 fixed fee
Separate Financial Planning Consultations $200 hourly fee

Portfolio Management Service

Asset Under Mgmt Incremental % Fee Charged Per Annum
Under $150,000 3%
On the first $250,000 2.5 %
The next $250,000 2 %
The next $250,000 1.5 %
The next $250,000 1 %
In excess of $1.0 Million 0.75 %

No, The choice is yours always. We are here to help.

Financial planning and investment is complicated process with many moving parts that need expertise and experience to invest and grow wealth. Definitely is not place to become rich overnight. It requires patience and perseverance to grow your wealth gradually. When you are sick you go doctor. When you also would like to invest and grow your wealth, we recommend talking with Investment advisor representative like us or any other registered investment advisor ( check https://adviserinfo.sec.gov to verify their credibility). We always are “fiduciaries,” which means we are legally obliged to act in your best interest and managed all associated risk. If you would like to have free consultation and more info about your current financial situation and your options. Please call us at Fenul , 888-336-8586. We are always happy to help.

Areas of Expertise

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Fenul Wealth Management, LLC. is a California registered investment advisor that offers two types of advisory services: Portfolio Management Services, and Financial planning Services.

Investment (Portfolio Management)

In this type of service, after gathering information about the your investment objectives, financial condition, and risk tolerance, we will make ongoing recommendations primarily involving: exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs), stock options, and bonds. We will make those recommendation in both unrestricted investment accounts (e.g. a brokerage account that can invest in the universe of desired product options) and restricted investment accounts (e.g. 401K accounts with a limited number of mutual funds).

Financial Planning

We will review all aspects of your finances to prepare a written financial plan that makes comprehensive recommendations to help the you meet their financial objectives. These areas of analysis include: overall asset allocation, securities recommendations, insurance needs, mortgage planning, consumer debt, retirement planning, college planning, trust & estate planning, savings & budgeting, and tax planning.

We will compile this financial information and use it to construct a Comprehensive Financial Plan tailored to your specific financial situation. The written financial plan will typically be constructed within a month, but will never take longer than six months.

General Financial Advice

Whether you want to plan your retirement, saving for your kids’ college, buy a house/car, refinance, or consolidate your debt, we can help you achieve your goal.  You may engage us on a limited and hourly basis. We are always available through a simple consultation to make significant meaningful difference in your plan. Call us to discuss a specific financial topic, or evaluate a specific securities investment.

Financial Freedom could be just one phonecall away

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