Francis Edsall is a registered investment advisor at 10/28 Wealth Management LLC, based in Oceanside, CA, with 24 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. Third-party outside manager fees are separate if utilized.
Fee Estimator
Location
Oceanside, 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
10/28 Wealth Management LLC
Previous Registrations
Presidio Capital Management, LLC
Virtus Investment Advisers, LLC
Vp Distributors LLCBroker
Virtus Fund Advisers, LLC
Ridgeworth Distributors LLCBroker
Ngam Distribution, L.P.Broker
Capital Brokerage CorporationBroker
Aig Sunamerica Capital Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Royal Alliance Associates, INC.Broker
Allmerica Investments, INC.Broker
Pacific Select Distributors, INC.Broker
State Registrations2 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.
Exams
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