Julito Francis
Julito Francis is a registered investment advisor at Acsb Capital Management, LLC, based in St. Thomas, VI, with 21 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $9.6M 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 is for equity and mixed portfolios. Fixed income portfolios have a different fee schedule: First $3M: 0.80%, $3M-$15M: 0.50%, Over $15M: 0.30%. Minimum account size is $3,000,000. Family accounts may be combined to determine the fee.
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
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