Falcon Wealth Managers
Assets Under Management
$23.3M
Number of Clients
8
Number of Advisors
1
Avg. Portfolio per Client
$2.9M
Avg. Managed per Advisor
$23.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Falcon Wealth Managers offers wealth management and financial planning services. Wealth management includes investment management and financial planning. Financial planning covers areas like retirement, tax, insurance, and estate planning. Falcon Wealth Managers also provides advice-only financial planning for clients who manage their own investments. The firm tailors its services to meet individual client needs and goals.
Fee Structure
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% |
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
Areas of Practice
Location
PA, United States
