Francine Hollis
Francine Hollis is a registered investment advisor at Primerica Advisors, based in Richmond Heights, OH, with 11 years of industry experience. Francine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
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.
Exams
More Advisors
- Ronald HollisPrimerica Advisors