Robert Falco is a registered investment advisor at Stewardship Asset Management LLC, based in Star, ID, with 1 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14 clients with $2.7M 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Star, ID
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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.
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Robert owns Falconium Capital LLC and Falconium Investments LLC for personal investments/trading, has a real estate salesperson license for referrals, and manages a rental property. These activities consume a few hours per week of Robert's time.
Employment History
Current Registrations
Stewardship Asset Management LLC
State Registrations1 state
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