Francois Rochon is a registered investment advisor at Giverny Capital Advisors, based in Princeton, NJ, with 11 years of industry experience. Francois operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 149 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable under certain circumstances. Current client relationships may exist where the management fees are higher or lower than the fee listed.
Fee Estimator
Location
182 Nassau Street, Suite 201, Princeton, NJ, 08542
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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.
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Francois is the majority owner of Giverny Capital, Inc. and a 50% owner in Giverny Capital Advisors LLC, a state-registered advisory firm. He dedicates minimal time to bookkeeping and administrative tasks related to his ownership position.
Employment History
Current Registrations
Giverny Capital Advisors
State Registrations4 states
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