Francesco Bernasconi
Advisor at Lfa
Updated today
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.
Credentials
None foundExperience Industry experience
13 years
Location
Remote
Lfa
Team
Total advisors
1Clients per advisor
300 Very HighAvg AUM per client
$3,374,016 Very HighHNW client ratio
52% HighAbout
Francesco Bernasconi is a financial advisor at Lfa with 13 years of industry experience. He has been with Lfa since 2008. LFA – Lugano Financial Advisors SA is a Swiss SEC-registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, family structures, institutional clients, and U.S. residents living abroad. The firm offers discretionary and non-discretionary portfolio management using model portfolios supported by quantitative tools and fundamental credit research, managing over USD 1 billion in assets.
Client services
Based on Lfa
Portfolio management
Global reporting & risk analyses of client portfolios including assets not under management
Global reporting & risk analyses of client portfolios including assets not under management
Fee options
Fixed fees ranging from CHF 500 to CHF 1,000 annually for certain services like tax reporting
Up to 1.50% capped annual management fee based on size and complexity of mandate
CHF 200 to CHF 500 per hour for tax reporting and other additional services
Performance-based fees with qualified clients holding at least CHF 1,000,000 AUM/AUA, with individualized agreements
Account minimum: CHF 1,000,000 Minimum fee: Minimum annual fee of CHF 5,000 or equivalent for discretionary and non-discretionary accounts
Most active in
Francesco B has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
13 years of industry experience
Lfa
2008 - Present • 18 years
Lugano
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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