Alexandra Shepis is a CFP-designated registered investment advisor at Francis Financial, based in New York, NY, with 4 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 238 clients with $680M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Minimum annual fee of $3,000 for Asset Management via Institutional Intelligent Portfolios.
Fee Estimator
Location
39 Broadway, Suite 1730, New York, NY, 10006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Francis Financial
State Registrations1 state
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