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Pricing

Investment Advisory Services
Our standard advisory fee is based on the market value of the assets under advisement and is calculated as follows:

Account Value Annual Advisory Fee
$0 – $2,000,000 1.00%
$2,000,001 – $3,000,000 0.80%
$3,000,001 – $4,000,000 0.65%
$4,000,001 – $5,000,000 0.55%

Financial Planning Services are included as part of the Investment Advisory Fee.

The minimum annual fee is $6,000. The maximum fee is $40,000. The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.

Project Based Financial Planning Fixed Fee
Financial Planning Consultations will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $2,000 and $10,000 based on the complexity and needs of the client. The fee is negotiable. If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at the completion of work, however, FWM will not bill an amount above $500.00 more than 6 months in advance. Fees for this service will be paid by electronic funds transfer. In the event of early termination, any prepaid but unearned fees will be refunded to the client.

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(484) 528-0201

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FALCON Wealth Managers

Bob Falcon, CFP®, CPA/PFS, CCFC®, MBA

Serving clients in the Philadelphia area and western suburbs.

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Copyright © 2022 Falcon Wealth Managers, Philadelphia area and western suburbs, Pennsylvania – All rights reserved.

FALCON WEALTH MANAGERS LLC (“FWM”) is a registered investment adviser offering advisory services in the Commonwealth of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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