Robert
Francais

Aspiriant, LLC

CRD#4604851
Investment Advisor
in Los Angeles, CA

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About this Advisor

Robert Francais is a financial advisor working out of Los Angeles, California who has 14 years of industry experience. Francais is an advisor for Aspiriant, LLC. They have worked at Aspiriant, Llc for their entire career. Francais maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in California. Aspiriant, LLC is a financial advisory firm operating out of Los Angeles, CA. The company has offices in nine locations and a total of 197 advisors. It administers $13 billion in total assets among its 10,745 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 10,745 customer accounts, 67% belong to high-net-worth individuals who have at least $1 million in assets. Aspiriant, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Aspiriant, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11100 Santa Monica Blvd Suite 600
Los Angeles, CA 90025

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Aspiriant, LLC Brokerage Details

Total Assets Under Management

$13,118,061,000

CA Average: $7,578,581,321
Total Number of Employees

197

CA Average: 43
Total Number of Accounts

10,745

CA Average: 3,727
Average Account Size

$1,220,853

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Francais Work History

Robert has been registered as a financial advisor for 14 years.*

2008 - Present (16 years)

Aspiriant

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Francais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspiriant, LLC

Regina Wohl
Mountain View, CA
Ami Aranha
San Diego, CA
Mindy Tankel
Los Angeles, CA
Owen Reynolds
Los Angeles, CA
Michael Weissman
New York, NY
David Muchow
Waukesha, WI
Bradley Weber
Hopkins, MN
Nolan Alinsod
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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