Falco Wealth offers financial planning and wealth management services. Financial planning is available for a flat fee, while wealth management combines financial planning and investment management. Falco Wealth manages investments with a focus on long-term strategies, diversification, and tax efficiency, primarily using exchange-traded funds. The firm also provides educational seminars and workshops.
Assets Under Management$34M
Clients70
Advisors2
Avg. per Client$480K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
If a client does not meet the minimum asset requirement of $750,000, a minimum annual fee of $8,500 will be charged. Falco Wealth does not charge any fees over 3% of assets under management. Fees may be reduced or waived for family and friends of Falco Wealth’s principals.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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