Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Francis receives all compensation in the form of hard dollar consulting fees. Fees for investment consulting services are: $10,000 per separate account per year; $5,000 per public or private mutual fund per year; and $5,000 per family of lifecycle funds per year. Fees for employee education, advisory, and financial wellness services are based on the time and resources anticipated to provide the agreed-upon services. A separate fee is charged for recordkeeper/trustee search services, typically ranging from $3,000 - $5,000 per candidate evaluated.
Areas of Practice
Advisor Information
Office location
19435 W. Capitol Drive, Brookfield, WI, 53045
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Jayson is a partner of Voigt's Plover Meadows, a manufactured housing community, since 2005. His duties include rent collection, bookkeeping, and managing the on-site manager, dedicating a few hours per week to this activity.