Francis Haas
Francis Haas is a registered investment advisor at Jacobi Capital Management, LLC, based in Berwyn, PA, with 27 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,853 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Location
1055 Westlakes Drive, Ste 135, Berwyn, PA, 19312
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
Francis operates his LPL business under the DBA Jacobi Wealth Advisors and provides investment advisory services through Jacobi Capital Management LLC, spending about 70% of his time on the latter. He also engages in non-variable insurance activities, including life, LTC, and fixed annuities.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
Rosenzweig & Associates
Wfg Advisors, LP
Wfg Investments, INC.Broker
UBS Painewebber INC.Broker
PNC Brokerage CORPBroker
State Registrations15 states
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.