How does the advisor help clients – Key Takeaways:
FRANCIS INVESTMENT COUNSEL LLC is a highly reputable financial firm that provides expert financial advice to clients. With years of experience in the industry, the firm has a team of skilled professionals who offer personalized and comprehensive financial services to help clients achieve their financial goals.
Facts and Insights
The firm’s main focus is on providing sound and objective financial advice to clients, rather than selling financial products. This ensures that the clients’ best interests are always the top priority.
FRANCIS INVESTMENT COUNSEL LLC is a Registered Investment Advisor (RIA), meaning it is a fiduciary and legally bound to act in the best interests of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
FRANCIS INVESTMENT COUNSEL LLC caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm also offers services to non-profit organizations and institutions.
Fees & Compensation
The firm charges a fee based on a percentage of the assets it manages for clients. This ensures that the firm’s fees are directly tied to the success of its clients’ investments. The firm does not receive any commissions or third-party compensation, ensuring that its advice is always unbiased and in the best interests of the clients.
Background
FRANCIS INVESTMENT COUNSEL LLC was founded by John Francis, a highly experienced and knowledgeable financial advisor. He has been in the industry for over 20 years and holds various prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s team of advisors also have years of experience and expertise in the financial sector.
Financial Advisor Disclosures to Know
FRANCIS INVESTMENT COUNSEL LLC has a clean compliance record and no disciplinary actions have been taken against the firm or its advisors. The firm believes in transparent and ethical business practices, and any potential conflicts of interest are fully disclosed to clients.