David
Francis
Bartlett & Co. Wealth Management LLC
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About this Advisor
David Francis is a financial advisor based in Cincinnati, Ohio, working with Bartlett & Co. Wealth Management LLC. David has previously held positions at Bartlett & Co. LLC and Bartlett & Co Wealth Management. David is registered to provide services in Ohio. Currently, David is part of Bartlett & Co. Wealth Management LLC, which operates out of Cincinnati, Ohio. The firm has 2 offices and 77 employees. The firm manages assets totaling $8.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Bartlett & Co. Wealth Management LLC includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Bartlett & Co. Wealth Management LLC Brokerage Details
$8,441,109,220
77
5,859
$1,440,708
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
David Francis Work History
Bartlett & Co Wealth Management
Bartlett & Co. LLC
Disclosures
Please visit the SEC profile of David Francis 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 Bartlett & Co. Wealth Management LLC
Cincinnati, OH
Cincinnati, OH
Chicago, IL
Chicago, IL
Louisville, KY
Cincinnati, OH
Cincinnati, OH
Louisville, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
