Francis Post
Francis Post is a registered investment advisor at Guidepost Capital Management Group, LLC, based in Mohnton, PA, with 20 years of industry experience. Francis 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. Their firm serves 36 clients with $31M 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 $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.45% |
The annual fee is negotiable.
Fee Estimator
Location
Mohnton, PA
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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
Guidepost Capital Management Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Berkshire Advisors, INC.
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Wachovia Securities, LLCBroker
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.