Falcon Financial provides investment management and financial planning services to individuals, pension plans, trusts, estates, charities, corporations, and other businesses. Investment management is tailored to each client's objectives and risk tolerance. Financial planning is offered on a flat fee or hourly basis and can cover a range of topics, including cash flow, investments, taxes, retirement, insurance, and estate planning. Falcon Financial may also recommend third-party investment advisors.
Assets Under Management$100M
Clients342
Advisors3
Avg. per Client$300K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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