PF
PF
Paul Franson
7 Years of Experience
Davie, FL
1 Disclosure
Paul Franson is a registered investment advisor at Ledgerplus Financial Services LLC, based in Davie, FL, with 7 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31 clients with $4.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$139K average
Assets Under Management
$4.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Davie, FL
Get directionsHistory
Regulatory History (1)
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Civil
August 2020Pending
Other Business Activities
Paul participates in a CPA affiliate program, offering accounting and tax preparation services since 2008.
Employment History
Current Registrations
Ledgerplus Financial Services LLC
April 2018 - Present · 8 yrs 1 mo
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.