Falker Investments INC.

Fee-Only (% of Portfolio)

FalkerInvestments provides investment management services to individuals and businesses. They focus on long-term, stable growth using conservative, value investing and financial management. They build diversified portfolios with equities and investment-grade bonds of U.S. companies, using economic profit (EP) as their primary analytical tool. The proportion of stocks and bonds depends on the client's needs and risk tolerance. FalkerInvestments manages assets on a discretionary basis, but clients can impose restrictions on investments.

Assets Under Management$96M
Clients54
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$48M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.50%

Fees are generally negotiable, based on individual client circumstances or investment objectives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm