Francis Gillis
Francis Gillis is a registered investment advisor at Wellth Advisory Services, LLC, based in Fort Collins, CO, with 26 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
155 E Boardwalk, ste 470, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2011Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Francis is an independent agent selling various insurance and annuity products, dedicating a few hours per week to this activity. He also works in a non-fiduciary role with Pretekt LLC, a healthcare consulting firm, and provides third-party retirement plan consulting to other advisors.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Dynamic Wealth Advisors
Geneos Wealth Management, INC.
Gillis Financial Solutions, LLC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.