FC
CFP
FC
CFP

Franco Cirelli

8 Years of Experience

Franco Cirelli is a CFP-designated registered investment advisor at Augustine Asset Management INC, based in San Francisco, CA, with 8 years of industry experience. Franco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
72 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$783.3M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.80%
$10M+0.65%

Discounted fees may be negotiated for institutional mandates above $15 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Francisco, CA

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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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Other Business Activities

Franco is a business instructor at City College of San Francisco since 2003, spending about 10-20% of his time teaching evening classes. He is also a co-founder of SeatSub, Inc., an online live event season ticket holder service, dedicating minimal time to its maintenance.

Employment History
Current Registrations
Augustine Asset Management INC
June 2017 - Present · 8 yrs 10 mos
State Registrations1 state
CA
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.