Advisor at Life Story Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Michelle Francis is a financial advisor at Life Story Financial in Arvada, CO, holding a Series 66 designation with eight years of industry experience. She previously worked at Western Wealth Management, LPL Financial, PBS Wealth Management Consultants, and Royal Alliance. Outside of her advisory work, she was involved with PR Unscripted for 12 years. Life Story Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm constructs tailored portfolios using modern portfolio theory and a combination of fundamental, technical, and tactical analysis, employing both passive and active strategies through a co-advisory relationship with AssetMark.
Based on Life Story Financial
Initial comprehensive financial planning fees range from $4,000 to $7,500; Initial Start Your Wealth planning has a $400 upfront fee
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
$300 per hour, negotiable
Ongoing comprehensive planning fees billed monthly from $300 to $550; ongoing Start Your Wealth planning $200 per month
Account minimum: $10,000 (mutual fund accounts on AssetMark platform), $25,000 (ETF accounts on AssetMark platform), $25,000 to $1,000,000 (individually managed accounts on AssetMark platform, depending on strategy) Fee-only: Financial planning fees from $4,000 to $7,500 for initial comprehensive planning; $300 to $550 per month for ongoing comprehensive planning; $400 upfront plus $300/month for initial Start Your Wealth planning; $200/month for ongoing Start Your Wealth planning; hourly planning at $300 per hour
Arvada, CO
Colorado · District of Columbia
Life Story Financial
2022 - Present (4 years)
Western Wealth Management, LLC
2020 - 2022 (2 years)
LPL Financial
2020 - 2022 (2 years)
PBS Wealth Management Conslultants
2019 - 2020 (1 year)
Royal Alliance
2017 - 2020 (3 years)
PR Unscripted
2010 - 2022 (12 years)
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Other specialized services
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