Francine Hollis
Francine Hollis is a registered investment advisor at Primerica Advisors, based in Richmond Heights, OH, with 10 years of industry experience. Francine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
5241 Wilson Mills Rd, Ste 27, Richmond Heights, OH, 44143
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2023Judgment / Lien
February 2018Other Business Activities
Francine sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. She dedicates about a quarter of her time to Ronald Hollis Jr., LLC, a legal entity formed for Primerica business purposes.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 states
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.