FL
FL

Falk Laube

2 Years of Experience
New York City, NY

Falk Laube is a registered investment advisor at Freedom Investments, CORP., based in New York City, NY, with 2 years of industry experience. Falk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
  • General Consulting Services: Up to $2,000 per hour, depending on the scope and complexity.
  • Specialized Services (Portfolio Review, Delegated CPO, Advisor Selection): Up to $4,000 per hour, depending on scope, complexity, and research requirements.
Hourly Rate:Up to $4,000/hr
Loading...

Location

New York City, NY

Get directions

History

Regulatory History
Clean regulatory record

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

Falk is a director and consultant for Fantagora, a software development and technology consulting company, since May 2020. He dedicates full-time hours to this business.

Employment History
Current Registrations
Freedom Investments, CORP.
May 2023 - Present · 3 yrs
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.