Shweta Lawande
Investment Adviser Representative at FRANCIS FINANCIAL
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shweta Lawande has worked in the securities industry since 2021. They are registered to provide investment advisory services in California, New Jersey, New York, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $3,000,000 | 1.00% |
| $3,000,001 to $5,000,000 | 0.90% |
| $5,000,001 to $10,000,000 | 0.80% |
| $10,000,001 to $15,000,000 | 0.70% |
| $15,000,001 to $30,000,000 | 0.60% |
| Above $30,000,000 | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Francis Financial Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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