Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for wealth management services range from 0.50% to 1.50% annually, based on assets managed. Certain legacy engagements may be charged different fees. Financial planning services, if engaged separately, have a maximum fee of $25,000. Family office services are negotiated based on the client's needs, potentially including a fixed annual rate up to $250,000. Clients are also responsible for fees charged by investment managers and custodians.
Areas of Practice
Advisor Information
Office location
74 West Broad Street, Suite 320, Bethlehem, PA, 18018
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Marilee Anne FalcoRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Agili, P.C.
LPL Financial LLC
State Registrations1 state
Exams
Additional Information
JoycePayne Partners as a firm has repeatedly been ranked as one of the Top 250 Financial Advisors by Worth Magazine, one of the Top 100 Financial Advisors by Barron’s, one of the Top 150 Financial Advisors for Doctors by Medical Economics, and was recently named to the inaugural list of Best Financial Advisers for Dentists by Dental Practice Management. Marilee is very active in the local Lehigh Valley community and was recently named a “Woman of Influence” by Lehigh Valley Business. She serves on the Board of Governors for the Greater Lehigh Valley Chamber of Commerce and the Chamber Foundation Board. In addition, Marilee serves on the Women’s Leadership Council of the United Way of the Greater Lehigh Valley and serves as Board Treasurer for the Bethlehem YWCA.