Francis Donovan is a registered investment advisor at Model Capital Management LLC, based in Waltham, MA, with 9 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Model Capital Management charges a fee based on the amount of assets they manage for their registered investment advisor clients. This fee typically ranges from 0.4% to 1.0% per year, depending on the advisory service and the amount of assets managed. The fee is negotiable.
Location
303 Wyman St., Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Model Capital Management LLC
State Registrations1 state
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