Francis Benischeck
Francis Benischeck is a registered investment advisor at Achieving Veritas LLC, based in St. Augustine, FL, with 3 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Achieving Veritas charges an annual fee of 1.50% on all managed assets. Fees may be negotiable in the firm's sole discretion based on anticipated future earnings, asset amounts, or related accounts.
Fee Estimator
Location
1301 Plantation Island Drive S., Suite 201B, St. Augustine, FL, 32080
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Regulatory 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 →Other Business ActivitiesSells Insurance
Francis is the President and an insurance agent at Totus Tuus Consulting, Inc., dedicating full-time hours to insurance sales and service. He also serves as the President and Founder of Catholic Fellowship Inc., a campus ministry non-profit, spending a few hours per week on this activity.
Employment History
Current Registrations
Achieving Veritas LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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