Francis Edsall is a registered investment advisor at Presidio Capital Management, LLC, based in San Diego, CA, with 24 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 351 clients with $500M 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 $1000K | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Clients with less than $500,000 in assets under management will be charged an annualized fee of 1.50%. Fees may be negotiable.
Fee Estimator
Location
12626 High Bluff Drive, Ste 150, San Diego, CA, 92130
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Presidio Capital Management, LLC
Previous Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLCBroker
Virtus Fund Advisers, LLC
Ridgeworth Distributors LLCBroker
Ngam Distribution, L.P.Broker
Capital Brokerage CorporationBroker
Aig Sunamerica Capital Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Royal Alliance Associates, INC.Broker
Allmerica Investments, INC.Broker
Pacific Select Distributors, INC.Broker
State Registrations1 state
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