Falcon Wealth Planning manages investment portfolios and creates personalized financial plans based on each client's specific goals, time horizon, and risk tolerance. Falcon Wealth Planning uses strategies such as fundamental analysis, technical analysis, and modern portfolio theory, and can manage accounts on a discretionary basis where trades are executed without prior permission. Services cover retirement planning, tax concerns, insurance, estate planning, and education funding. Falcon Wealth Planning also offers a specialized family office service for clients with over $5 million under management, which covers taxes, estate planning, charitable foundations, real estate consulting, and family wealth education. Additionally, Falcon Wealth Planning provides access to an online cash management solution for high-yield cash deposits.
Fee Structure
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 generally negotiable. Non-discretionary accounts incur an additional 0.25% annual fee.