The comprehensive tax, retirement, and financial advice provided by Falcon Wealth cannot be provided by a retail investment advisor or an insurance professional. Falcon Wealth clients receive tax advice from a CPA plus investment and financial advisory services from a CFP® professional for the same price most pay for investment advice alone.
Falcon Wealth offers two types of advisory services:
Comprehensive Advice
Falcon Wealth will manage your assets and provide comprehensive services for a minimum annual fee of $6,000. The fee is calculated one of two ways:
- Fixed annual fee paid quarterly in arrears, or
- Fee based on assets under management (AUM) calculated as follows:
| Account Value | Annual Advisory Fee |
| $0 – $2M | 1.00% |
| $2M – $3M | 0.80% |
| $3M – $4M | 0.65% |
| $4M – $5M | 0.55% |
The maximum fee is $40,000, which is the fee calculated on $5M of AUM.
Advice Only – DIY Investors
If you do not require Comprehensive Advice, Falcon Wealth can deliver a limited financial analysis for you tailored to address your specific financial or tax or retirement questions 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 (50% up front, 50% upon delivery of the report).
