Falconer Group is a fee-only registered investment advisor based in Traverse City, Michigan, founded in 1999. The firm provides personalized financial planning and investment management services to individuals and families. Falconer Group helps clients with cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. The firm operates strictly on a fee-only basis, meaning they do not sell financial products or accept commissions or finder's fees. Falconer Group uses a strategic asset allocation approach with a core and satellite strategy, investing primarily in no-load mutual funds and exchange-traded funds through independent custodians like Charles Schwab and TD Ameritrade. The firm maintains a non-discretionary approach, consulting with clients and obtaining their approval before executing any trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. Typical account minimum is $1,000,000.