Giuliano Falcone is a registered investment advisor at Falcone Investments LLC, based in Pennington, NJ, with 2 years of industry experience. Giuliano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $400K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable. Also charges a performance-based fee equal to 20% of the total capital appreciation of the funds or securities held by any client per calendar year, charged quarterly.
Fee Estimator
Location
Pennington, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Falcone Investments LLC
State Registrations1 state
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