Zed Francis is a registered investment advisor at Convexitas, based in Chicago, IL, with 4 years of industry experience. Zed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $160M 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 | 0.85% |
This fee is for Convexitas Tail Liquidity. The fee for Convexitas Enhanced Semis is 1.85% and the fee for Convexitas Concentrated Stock Solutions is 0.50%. The firm may reduce, waive, or negotiate advisory fees at its discretion.
Fee Estimator
Location
444 N Wabash Ave, Suite 300, Chicago, IL, 60611
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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 →Other Business Activities
Zed serves as a member of the YWCA Chicago's Impact Investing Advisory Council since 2017. This unpaid role involves attending bi-monthly meetings, requiring minimal time.
Employment History
Current Registrations
Convexitas
State Registrations1 state
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