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Franco Agapito

Williams Jones Wealth Management, LLC
18 Years of Experience
New York, NY
View SEC Summary
View SEC Summary

Franco Agapito is a CFA-designated registered investment advisor at Williams Jones Wealth Management, LLC, based in New York, NY, with 18 years of industry experience. Franco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 1,754 clients with $12B in assets under management.

Williams Jones Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
1,754 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1% for standard assets and generally 0.50% for tax-exempt municipal bonds. Fees are potentially negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

717 Fifth Avenue, 11th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Williams Jones Wealth Management, LLC
October 2025 - Present · 1 yr
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - January 2024 · 13 yrs 8 mos
Columbia Management Investment Advisers, LLC
May 2010 - January 2024 · 13 yrs 8 mos
Columbia Management Advisors, LLC
October 2008 - May 2010 · 1 yr 7 mos
Columbia Management Distributors, INC.Broker
September 2008 - May 2010 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
February 2006 - March 2008 · 2 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
July 2005 - February 2006 · 7 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
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