Francis Walsh is a registered investment advisor at Opulus, based in Doylestown, PA, with 8 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 142 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opulus LLC does not directly manage investments. Instead, Opulus refers clients to third-party sub-advisers for investment management. Opulus's portion of the fee typically ranges from 0.15% to 1.25% of the assets managed by the sub-adviser. The total combined fees paid to Opulus and the sub-adviser will not exceed 2.0% of the assets under management. The sub-adviser's fees may or may not be negotiable.
Location
16 North Franklin Street, Suite 302, Doylestown, PA, 18901
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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 ActivitiesSells Insurance
Francis works as an insurance agent for Opulus LLC and P&I Financial Services, both insurance brokerages, dedicating a few hours per week to each. He also serves as a board member for Archbishop Wood, a charity/religious organization, spending minimal time on this activity.
Employment History
Current Registrations
Opulus
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations5 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.