Francisco Watkins
Francisco Watkins is a registered investment advisor at Asesoria Financiera Independiente, INC., based in San Diego, CA, with 16 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $22M 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 | 0.50% |
| $5M+ | 0.25% |
The minimum portfolio size is $1,000,000, which equates to an annual fee of $5,000. Clients with assets under advice below $1,000,000 may pay a higher percentage rate on their annual fees than the fees paid by Clients with greater assets under advice.
Fee Estimator
Location
San Diego, CA
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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 →Employment History
Current Registrations
Asesoria Financiera Independiente, INC.
Previous Registrations
UBS International INC.
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.