Michael Falco Jr.
Advisor at Falco Wealth Management
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.
Advisor at Falco Wealth Management
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
Falco Wealth Management
Location
Paoli, PA 19301
Credentials
CFP®, CFA®, Series 63
Industry experience
15 years
Michael Falco is a CFP® and CFA® with 15 years of industry experience. He is the principal of Falco Wealth Management in Paoli, PA, and has worked at firms including Dimensional Fund Advisors and Sax Wealth Advisors. Falco Wealth Management is a small advisory firm serving individual, family, trust, estate, and small-business clients. The firm provides comprehensive financial planning and discretionary wealth management using a long-term, factor-aware investment approach primarily implemented through low-cost ETFs and institutional mutual funds.
Based on Falco Wealth Management
Based on Falco Wealth Management
Financial planning initial flat fee $8,500 to $15,500 based on complexity
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%
Account minimum: $750,000 Minimum fee: Minimum annual fee of $8,500 for clients with less than $750,000 investable assets Fee-only: Financial planning flat fees ranging from $8,500 to $15,500 initially; ongoing quarterly fees from $1,375 to $2,500
1500 E. Lancaster Ave., Suite 100
Paoli, PA 19301
Pennsylvania
Falco Wealth Planning
2023 - Present (3 years)
Self-Employed
2023 - 2023 (1 year)
Sax Wealth Advisors, LLC
2022 - 2023 (1 year)
DImensional Fund Advisors
2016 - 2022 (6 years)
Nationwide Fund Distributors Llc
2015 - 2016 (1 year)
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