How does the advisor help clients – Key Takeaways:
FRANCIS CAPITAL MANAGEMENT, INC. provides expert financial advisory services to its clients with the goal of helping them achieve their financial goals and create sustainable wealth for the future. The firm focuses on building strong relationships with its clients and providing customized solutions to meet their unique needs. Their team of experienced financial experts offers a range of services to assist clients in making informed decisions about their investment portfolios and achieving their financial objectives.
Facts and Insights
FRANCIS CAPITAL MANAGEMENT, INC. was established in 2005 and has been operating for over 15 years. The firm is located in New York City and has an impressive track record of success. They have a team of over 50 advisors who collectively have several years of experience in the financial industry. The firm’s assets under management (AUM) total over $1 billion and they have a diverse client base which includes high-net-worth individuals, families, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | Over 50 | Over 15 years |
Financial Services Offered
FRANCIS CAPITAL MANAGEMENT, INC. offers a range of financial services to its clients including investment management, financial planning, retirement planning, estate planning, and tax planning. Their team of experts uses a holistic approach to help clients achieve their financial goals by considering all aspects of their financial situation. They also offer regular portfolio reviews and ongoing support to ensure that their clients’ investments are aligned with their goals and objectives.
Client Types
FRANCIS CAPITAL MANAGEMENT, INC. serves a diverse range of clients including high-net-worth individuals, families, and institutions. Their team has the knowledge and expertise to cater to the unique needs of each type of client, and they strive to provide personalized solutions for their clients’ financial goals and objectives.
Fees & Compensation
FRANCIS CAPITAL MANAGEMENT, INC. charges a fee based on a percentage of the assets under management. This aligns their interests with their clients’ and ensures that the firm is working towards maximizing their clients’ investments. They are transparent with their fees and do not charge any hidden fees or commissions, providing peace of mind to their clients.
Background
The team at FRANCIS CAPITAL MANAGEMENT, INC. has a strong background in the financial industry and is composed of experts with diverse backgrounds and areas of expertise. They have a thorough understanding of the financial markets and use their knowledge and experience to help clients navigate the ever-changing landscape of the financial world.
Financial Advisor Disclosures to Know
FRANCIS CAPITAL MANAGEMENT, INC. prides itself on its ethical and transparent approach to financial advising. They have a strict code of conduct and adhere to all regulatory requirements. The firm believes in maintaining open communication with their clients and promptly disclosing any potential conflicts of interest.