Frances Tuite is a CFA-designated registered investment advisor at Sankota Capital LLC, based in Chicago, IL, with 11 years of industry experience. Frances operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts above $5 million.
Fee Estimator
Location
1550 West Carroll Avenue, Unit 211-D, Chicago, IL, 60607
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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 Activities
Frances is a co-manager of Buchanan Craft, LLC (dba River St. Joe), an organic brewery and restaurant, and owner of Flatwater Farms, LLC, an organic farm. These activities take a few hours per week each, primarily on weekends.
Employment History
Current Registrations
Sankota Capital LLC
Previous Registrations
Oak Family Advisors, LLC
Fairpointe Capital LLC
Rmb Capital Management
State Registrations1 state
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