Falconer Group offers financial planning and investment management services to individuals and families. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. Falconer Group is a fee-only firm, meaning it doesn't sell financial products or receive commissions.
Assets Under Management$37M
Clients14
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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