Edmond Franco
Edmond Franco is a registered investment advisor at Franco Financial Advisors, INC., based in New York, NY, with 4 years of industry experience. Edmond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 39 clients with $72M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $11.0M | 0.25% |
| $11M+ | 0.45% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
41 Madison Avenue, 31st Floor, New York, NY, 10010
Get directionsHistory
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
Edmond is the President of Franco Financial Group, providing wealth management and advisory services since 1992, dedicating about 10-20% of his time. He is also an insurance broker at Franco & Son, Inc. since 1994, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Franco Financial Advisors, INC.
State Registrations2 states
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