Fallbrook Fi
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fallbrook Fi LLC is a fee-only investment advisor providing continuous advice on client investments based on individual needs. They develop personalized investment policies and manage portfolios accordingly. Services include financial planning, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Clients receive tailored services based on their risk tolerance and financial goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Fallbrook Fi LLC's fees are based on the type of service provided. Investment management fees are a percentage of assets under management, ranging from 0.25% to 1.00% annually, billed quarterly in advance. Ongoing financial planning has an initial fee up to $5,000, and a recurring monthly or quarterly fee ranging from $300 to $1,250 per month or $900 to $3,750 per quarter, depending on complexity. Project-based financial planning is offered at a fixed fee ($1,250 to $15,000) or an hourly rate ($250/hour).
Areas of Practice
Location
CA, United States
