Francis LLC
Assets Under Management
N/A
Number of Clients
93
Number of Advisors
16
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Francis LLC offers employee education, advisory, and financial wellness services, as well as qualified retirement plan investment consulting and plan management services. They contract with employers to provide personalized financial wellness advice to employees through various channels. Francis does not offer wealth management products or services.
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
Location
19435 W. Capitol Drive, Brookfield, WI, 53045