Fallenbaum CPA & Wealth Management offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. They invest in various securities, including stocks, bonds, mutual funds, and ETFs. The firm also provides financial planning services, including portfolio customization and investment advice. They may also offer educational seminars.
Assets Under Management$6.7M
Clients14
Advisors1
Avg. per Client$480K
Avg. per Advisor$6.7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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