Robert Falcon is a CFP, PFS-designated registered investment advisor at Falcon Wealth Managers, based in Thornton, PA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 10 clients with $27M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.00% |
The maximum annual fee charged is $40,000, equal to the fee calculated at the above rates on $5,000,000. A negotiated fixed annual fee (paid quarterly in arrears) may be charged in lieu of AUM. The total annual fixed fee charged to the client cannot exceed 3% of AUM.
Fee Estimator
Contact
Robert Falcon
Location
Thornton, PA
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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 →Other Business Activities
Robert is the President of College Funding Solutions LLC and provides college funding assistance, dedicating about 10-15 hours per week. He is also the sole proprietor of Falcon Tax Prep, preparing individual income tax returns for about 15-20 hours per week during tax season, and an independent contractor for College Funding Services.
Employment History
Current Registrations
Falcon Wealth Managers
Previous Registrations
Onesource Retirement Advisors, INC.
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.
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