EF

Elisa Maria Francis

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Financial Planning:Included in AUM fee

Symmetry charges annual fees based on assets under management, as detailed in the fee schedules. The Axiom Platform fee ranges from 0.35% on the first $500,000 to 0.05% for assets over $20,000,001. For Panoramic Mutual Funds, the fee ranges from 0.15% on the first $250,000 to 0.05% for assets over $2,000,001. The Panoramic PrecisionCore ETF/PrecisionCore Factor Components, ESG/SRI, Alt Axis, and Panoramic Bond Portfolios have a flat fee of 0.15% of assets. SMAs and the U.S. Sector Momentum ETF Portfolio have a flat fee of 0.20% of assets. These fees are for the administration and management of client accounts and are separate from any investment advisory fees. A portion of Symmetry's fee may be paid to the BD/RIA associated with the client.

Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
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Advisor Information

Office location

151 National Drive, Glastonbury, CT, 06033

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elisa works as a Regional Consultant for Symmetry Partners LLC, an investment-related role. This is a full-time commitment for Elisa.

Employment History
Current Registrations
Foreside Financial Services, LLC
August 2018 - Present · 7 yrs 5 mos
Foreside Financial Services, LLCBroker
August 2018 - Present · 7 yrs 5 mos
Symmetry Partners
May 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ast Investment Services, INC.
May 2006 - April 2018 · 11 yrs 11 mos
Prudential Annuities Distributors, INCBroker
May 2006 - March 2018 · 11 yrs 10 mos
Princor Financial Services Corporation
April 2006 - May 2006 · 1 mo
Princor Financial Services Corporation Broker
December 2002 - May 2006 · 3 yrs 5 mos
Ppi Employee Benefits CorporationBroker
January 2001 - October 2003 · 2 yrs 9 mos
Tower Square Securities, INC.Broker
December 1999 - November 2000 · 11 mos
Cigna Financial Services, INC.Broker
January 1999 - November 1999 · 10 mos
Metlife Securities INC.Broker
August 1996 - March 1998 · 1 yr 7 mos
Metropolitan Life Insurance CompanyBroker
August 1996 - March 1998 · 1 yr 7 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Elisa Maria Francis - Financial Advisor | AdvisorDiscover