Fallbrook Fi is a registered investment advisor that provides ongoing investment advice and financial planning services to individuals, high net-worth individuals, and businesses. Fallbrook Fi works with clients to develop a personalized investment policy and manage a portfolio based on their goals, risk tolerance, and tax considerations. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Fallbrook Fi may use AI to support meeting documentation and administrative workflows.
Assets Under Management$790K
Clients11
Advisors1
Avg. per Client$71K
Avg. per Advisor$790K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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