Falcon Wealth Managers provides wealth management and financial planning services. Wealth management includes investment management and financial planning. Financial planning can be a standalone service or included with investment management. Falcon Wealth Managers offers advice on stocks, bonds, mutual funds, and ETFs. They may also recommend third-party professionals, but do not receive compensation from them.
Assets Under Management$27M
Clients10
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.00% |
The maximum annual fee charged is $40,000, equal to the fee calculated at the above rates on $5,000,000. A negotiated fixed annual fee (paid quarterly in arrears) may be charged in lieu of AUM. The total annual fixed fee charged to the client cannot exceed 3% of AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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