Faulkner Financial Planning provides financial planning services, either as a standalone service or alongside investment management. For investment management, Faulkner Financial Planning recommends clients to a third-party asset manager (SEI Investments). The firm helps clients with financial goal setting, risk management, retirement and education planning, debt management, and tax and estate planning. Clients are not obligated to act on any recommendations.
Assets Under Management$11M
Clients14
Advisors1
Avg. per Client$800K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee includes both Faulkner Financial Planning's fee and the third-party advisor's fee. Faulkner Financial Planning's fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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