Erik Falconer
Advisor at Falconer Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Falconer Group
Location
Traverse City, MI 49684
Credentials
CFP®, CFA®
Industry experience
15 years
About
Erik Falconer is a CFP® and CFA® with 15 years of industry experience, operating Falconer Group, an independent advisory firm based in Traverse City, MI, since 1999. He is also president and co-owner of Experience Early Learning Company, which creates and distributes preschool education materials. Falconer Group provides personalized financial planning and investment management primarily to individuals and families, while also serving a variety of institutional and governmental clients. The firm employs a core-and-satellite investment approach, focusing on non-discretionary management using passively managed index funds and ETFs supplemented by active funds and individual securities.
Expertise
Based on Falconer Group
General tax planning
College savings (529s, UTMA, etc.)
Passive / index investing
Fee options
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.50%
$250 per hour for limited scope engagements
Account minimum: $1,000,000 Fee-only: Financial planning fees range from $3,000 to $10,000, negotiable; hourly rate $250/hour for limited scope planning engagements
Location
810 Cottageview Drive, Suite 103
Traverse City, MI 49684
Most active in
Erik F has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Falconer Group
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Randall K
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I Am, Inc.
Daniel O
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Cedar, MI
Wealth Management Partners LLC
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