Caleb Franson is a registered investment advisor at Franson Financial LLC, based in Hayward, WI, with 7 years of industry experience. Caleb 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 11 clients with $1.5M 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 | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.95% |
Fees are negotiable for accounts over $5,000,000. Schedule applies to Index, US Bond, and US Dollar (IBD) Strategy, US Dividend Income Strategy, Global Dividend Income Strategy, Global Macro Strategy, and Bond Income Strategy. Fees for Custom Investment Portfolios are negotiable for all account values.
Fee Estimator
Location
10405 Vermont Ave, Suite 6, Hayward, WI, 54843
Get directionsHistory
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 →Employment History
Current Registrations
Franson Financial LLC
Previous Registrations
Ravenwood Capital Management, LLC
State Registrations1 state
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.