Fallbrook Fi

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Assets Under Management

Number of Clients

Not reported

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Fallbrook Fi LLC is a fee-only investment advisor providing continuous investment advice based on individual client needs. They develop personalized investment policies and manage portfolios accordingly. Financial planning services are offered on a project-based or ongoing basis, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax planning.

Fee Structure

Minimum Investment:None

Financial Planning:Charged separately

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Location

CA, United States

1 Advisors at this firm

CFP