Financial Freedom could be just one phonecall away…

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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.

Investment (Portfolio Management)

0.75-3%

We offer free consultation on all of our services. Here is fee structure if you would like us to manage your portfolio on discretionary or non-discretionary basis.

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 %
  • Income Investing

  • Value Investing

  • Growth Investing
  • Conservative Investing
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Financial Planning

3500

Financial Planning Service Fee Type and Amount
Comprehensive Financial Plan 3500
Annual Financial Plan Review 1000
Separate Financial Planning Consultations 250

We offer free consultation on all of our services. We offer free financial plan if you would like to start your path on wealth with us on any financial freedom path.

  • Financial Exploration
  • Financial Planning

  • Comprehensive

  • Annual Review

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General Financial Help

$200/hr

We offer free consultation on all of our services. 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 Planning Service Fee Type and Amount
Retirement Planning & Investment Advice 200/hr (or negotiated fee)
Mortgage Advice Services  200/hr (or negotiated fee)
Debt or any special topic Advice 200/hr (or negotiated fee)
  • Retirement Planning
  • Mortgage Advice
  • College Fund Advice
  • Debt Help
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Create Free Financial Planning Account

Call for Free Consultation On (888-FENUL-86)