Michael Falco
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
Series 63, Series 65
Industry experience
19 years
Michael Falco is a financial advisor at Falco Wealth Management in Paoli, PA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. In addition to his advisory role, he owns businesses providing insurance and tax preparation services. Falco Wealth Management is a small firm managing approximately $33.6 million for individual, family, trust, estate, and small-business clients. The firm offers comprehensive financial planning and discretionary wealth management, using a long-term, factor-aware investment approach focused on 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
2024 - Present (2 years)
Virtue Capital Management, LLC
2018 - 2024 (6 years)
Horter Investment Management
2015 - 2018 (3 years)
Falco Wealth Management
1993 - Present (33 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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