Moses Francis
Moses Francis is a registered investment advisor at Strategic Advisers LLC, based in Spring, TX, with 19 years of industry experience. Moses operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Spring, TX
Get directionsHistory
Regulatory History (1)
Financial
October 2020Other Business Activities
Moses is the pastor/president of God's House of Praise Inc., a not-for-profit organization, since 2020. This activity is not investment-related and takes about full-time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Chase Investment Services CORP.Broker
Mony Securities CorporationBroker
State Registrations52 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.