Fallon Flaharty
Fallon Flaharty is a registered investment advisor at Flaharty Asset Management, LLC, based in Clearwater, FL, with 1 years of industry experience. Fallon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,130 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flaharty Asset Management charges a percentage of the assets they manage for investment management services, up to a maximum of 2.00% annually. The exact fee is negotiated with each client based on the size, complexity, and nature of their portfolio. Fees are charged quarterly in advance.
Location
311 Park Place Blvd., Suite 150, Clearwater, FL, 33759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Flaharty Asset Management, LLC
LPL Financial LLCBroker
State Registrations1 state
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