Frances Stacy is a registered investment advisor at Tuttle Wealth Partners LLC, based in Riverside, CT, with 7 years of industry experience. Frances operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 582 clients with $75M 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 | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $1000.0M | 0.30% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Fees are negotiable based on specific criteria. TWP does charge a minimum advisory fee of 0.15% but does not impose a minimum dollar amount per annum on advisory fees for investors.
Fee Estimator
Location
Riverside, CT
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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
Frances is a co-trustee for two trusts, dedicating minimal time to monitoring and recommending strategies and trades. She also runs a blog, francesinsights.com, for market analysis commentary.
Employment History
Current Registrations
Tuttle Wealth Partners LLC
Previous Registrations
Cg Advisory Services
Optimal Capital Advisors, LLC
Optimal Capital Advisors, LLC
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.