Julito Francis
Julito Francis is a registered investment advisor at Acsb Capital Management, LLC, based in St. Thomas, VI, with 22 years of industry experience. Julito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $14M 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 $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule reflects equity and mixed portfolios. Fixed income portfolios have separate tiers: first $3M at 0.80%, $3.001M to $15M at 0.50%, and over $15M at 0.30%. Minimum account size is $3,000,000.
Fee Estimator
Location
1B-29 Estate Solberg, St. Thomas, VI, 00802
Get directionsHistory
Regulatory History (1)
Criminal
August 2015Employment History
Current Registrations
Acsb Capital Management, LLC
Previous Registrations
Acsb Capital Management, LLC
Merrill Lynch Pierce Fenner & Smith 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.
Exams
More Advisors
- Steve Lowe, CFPFreedom Financial Advisors
- Susan Macfarland-Helton, CFPSpc