Falcone Investments provides investment advisory services to pooled investment vehicles, acting as a fiduciary. They create customized wealth management solutions through personal contact and discretionary investment management. Falcone Investments constructs portfolios primarily consisting of exchange traded equities and option contracts, and may utilize exchange-traded funds. Their investment approach is primarily short-term, using quantitative and algorithmic analysis.
Assets Under Management$400K
Clients1
Advisors1
Avg. per Client$400K
Avg. per Advisor$400K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable. Also charges a performance-based fee equal to 20% of the total capital appreciation of the funds or securities held by any client per calendar year, charged quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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