Francis Financial offers investment management and financial planning services to individuals and high-net-worth individuals. They create personalized investment strategies based on client goals, risk tolerance, and time horizons. Financial planning services cover areas like tax, cash flow, investments, college funding, insurance, retirement, estate, and divorce financial planning. Francis Financial also publishes a monthly newsletter and offers educational workshops.
Assets Under Management$680M
Clients238
Advisors7
Avg. per Client$2.9M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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