Michael Francis
Michael Francis is a registered investment advisor at Francis Wealth Solutions, LLC, based in West Springfield, VA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Location
West Springfield, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a lead scientist consultant at Booz Allen Hamilton, providing scientific solutions, research, and guidance. This non-investment related position takes nearly all of Michael's time.
Employment History
Current Registrations
Francis Wealth Solutions, LLC
State Registrations1 state
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