Falcon Wealth Planning (FWP) provides investment management and financial planning services tailored to individual client needs. FWP creates investment strategies based on each client's goals, risk tolerance, and time horizon. FWP also offers financial planning services covering areas like retirement, college, estate, and tax planning. For high-net-worth clients with over $5 million under management, FWP offers a family office service that covers tax preparation, estate planning, charitable foundation management, real estate consulting, and insurance reviews.
Assets Under Management$1.6B
Clients1,508
Advisors23
Avg. per Client$1M
Avg. per Advisor$68M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 2.00% |
| $350K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. FWP charges an additional 0.25% for all non-discretionary accounts. A $5,000 annual minimum fee will be applied if total investable assets are below $250,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
23 Advisors at this firm
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