Michael Falco is a CFA, CFP-designated registered investment advisor at Falco Wealth Management, based in Paoli, PA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $34M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
If a client does not meet the minimum asset requirement of $750,000, a minimum annual fee of $8,500 will be charged. Falco Wealth does not charge any fees over 3% of assets under management. Fees may be reduced or waived for family and friends of Falco Wealth’s principals.
Fee Estimator
Location
1500 E. Lancaster Ave., Suite 100, Paoli, PA, 19301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Falco Wealth Management
Previous Registrations
Sax Wealth Advisors, LLC
Dfa Securities LLCBroker
Nationwide Fund Distributors LLCBroker
Nationwide Investment Services CorporationBroker
Hartford Funds Distributors, LLCBroker
Hartford Life Distributors, LLCBroker
Planco Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.