…
How does the advisor help clients – Key Takeaways:
FALCON WEALTH MANAGERS is a financial advisory firm that assists clients in managing their wealth and achieving their financial goals. They provide a range of services and expertise to help clients make smart investments and plan for their future.
Facts and Insights
As of 2020, FALCON WEALTH MANAGERS manages over $1 billion in assets and has a team of experienced financial advisors. They have been in business for over 20 years, providing expert financial advice to individuals and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | Over 20 years |
Financial Services Offered
FALCON WEALTH MANAGERS offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and insurance services. They also offer customized financial solutions to meet the specific needs and goals of each client.
Client Types
FALCON WEALTH MANAGERS works with a diverse range of clients, including high net worth individuals, business owners, families, and institutions. They are dedicated to providing personalized financial solutions to help each client achieve their unique goals.
Fees & Compensation
FALCON WEALTH MANAGERS operates on a fee-based compensation structure, where clients are charged a percentage of their assets under management. This ensures that the advisors are aligned with their clients’ best interests and work to grow their portfolios.
Background
The team at FALCON WEALTH MANAGERS has a wealth of experience and expertise in the financial industry. Their advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and have a deep understanding of financial markets and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, FALCON WEALTH MANAGERS is required to disclose any potential conflicts of interest or past disciplinary actions. Their advisors have a clean record and are committed to providing transparent and ethical financial advice to their clients.