How We Charge
We charge a percentage based on the assets we manage on your behalf, aligning our success with yours.
Who We Serve
Our services are best suited for individuals and families with a minimum of $1 million in investible assets.
Benefits of Our Cost Structure
Our approach ensures that our interests are aligned with yours, fostering a partnership focused on mutual success.
Detailed Cost Breakdown
| Assets Under Management with Falcon Wealth Advisors | Percentage |
|---|---|
| $1–$5 Million | 0.90% |
| $5–$7 Million | 0.80% |
| $7–$9 Million | 0.70% |
| $9–$11 Million | 0.60% |
| $11 Million+ | 0.50% |
Although we wish we could serve everyone who calls on us for help, we are not a one-size-fits-all practice. We believe our services are best suited for individuals and families with a minimum of $1 million in investable assets. We charge a percentage based on the assets we manage on your behalf. The benefit of this approach is that it aligns our interests with yours. We succeed as you succeed.
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