EH

Eric Hencley

8 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
93 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Financial Plan Fee:$3,000 - $5,000

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
Retirement Planning
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Advisor Information

Office location

19435 W. Capitol Drive, Brookfield, WI, 53045

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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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Employment History
Current Registrations
Francis LLC
January 2018 - Present · 8 yrs
Previous Registrations
Smedley Financial Services INC
August 2017 - December 2017 · 4 mos
Securities America, INC.Broker
June 2017 - December 2017 · 6 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Eric Hencley - Financial Advisor | AdvisorDiscover