Francis Wealth Solutions provides investment management services tailored to clients' individual investment objectives, risk tolerance, and income needs. They advise on stocks, mutual funds, bonds, and municipal securities. Francis Wealth exercises discretionary authority over client investments, managing accounts without client consultation after initial objectives are set. Clients are responsible for notifying Francis Wealth of any significant changes to their financial situation.
Assets Under Management$2.5M
Clients10
Advisors1
Avg. per Client$250K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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