Jerome-Francis Gristina
Jerome-Francis Gristina is a registered investment advisor at Acadia Wealth Advisors, based in Charlottesville, VA, with 15 years of industry experience. Jerome-Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $41M 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 $1000K | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Acadia Wealth Advisors can discount the fee while the money is being initially invested. After the initial set up period, the fee is not negotiable.
Fee Estimator
Location
Charlottesville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Acadia Wealth Advisors
State Registrations4 states
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