Erik Falconer is a CFA, CFP-designated registered investment advisor at Falconer Group, based in Traverse City, MI, with 15 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
810 Cottageview Drive, Suite 103, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Erik is the president and 50% owner of Experience Early Learning Company, which creates, publishes, and distributes preschool education material and curriculum. He spends about a quarter of his time on oversight of finances, bookkeeping, and capital investments, with some of that time occurring during trading hours.
Employment History
Current Registrations
Falconer Group
State Registrations1 state
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