Franco Financial Advisors offers investment advice to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, FFA is legally required to act in your best interest. FFA provides customized investment solutions through personal contact and discretionary investment management. FFA also offers financial consulting services, including strategic planning, risk management, and estate planning.
Assets Under Management$72M
Clients39
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $11.0M | 0.25% |
| $11M+ | 0.45% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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