Francisco Sirvent is a registered investment advisor at Lifestyle Planning, LLC, based in Chandler, AZ, with 11 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $37M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable. Clients may also be enrolled in Altruist One, which provides certain benefits in exchange for a monthly 0.01% asset-based fee.
Fee Estimator
Location
2701 W. Queen Creek Rd., #3, Chandler, AZ, 85248
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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
Francisco is an owner, attorney, and author at Keystone Law Firm, an estate and wealth planning law firm, since 2007. He dedicates a few hours per week to providing estate and wealth planning services.
Employment History
Current Registrations
Lifestyle Planning, LLC
Previous Registrations
Keystone Wealth Partners LLC
Berthel Fisher & Company Financial Services, INC.
State Registrations3 states
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