Assets Under Management
N/A
Number of Clients
93
Number of Advisors
16
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Francis LLC offers employee education, advisory, and financial wellness services, as well as qualified retirement plan investment consulting and plan management services. They focus on ERISA compliance and eliminating conflicts of interest by receiving compensation solely from fixed fees.
19435 W. Capitol Drive, Brookfield, WI, 53045