| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee may be negotiated.
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Learn about disclosures →Francis is an independent contractor sales agent for Chapin Davis Insurance, Inc. since January 2024, dedicating minimal time to selling insurance products. He also works for South Street Securities marketing repurchase agreements, taking nearly full-time hours, and is a director and coach for Backyard Lacrosse Club, spending a few hours per week.