Francois Giguere is a CFP-designated registered investment advisor at A & I Wealth Management, based in Lone Tree, CO, with 11 years of industry experience. Francois operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 577 clients with $460M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are negotiable. Certain assets may be exempted from management fees for 24 months if a commissionable security or insurance product was purchased.
Fee Estimator
Location
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
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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 →Other Business ActivitiesSells Insurance
Francois works as an IAR under A&I Financial Services LLC and A&I Wealth Management. He is also an independent contract agent for NHL players and an independent representative with various insurance carriers for fixed insurance products.
Employment History
Current Registrations
A & I Wealth Management
Previous Registrations
Geneos Wealth Management, INC.Broker
State Registrations1 state
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