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.
Legal & Privacy | Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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