Franklin Advisers Review


Trust Score 85%
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Franklin Advisers, federally registered in 1986, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 151 advisors. Franklin Advisers manages $444 billion and provides investment advisory services for 81 clients (1:1 advisor/client ratio).

Investment management fees are generally calculated under contr actual arrangements with the Adviser’s SIPs, Sub-Advised Products and Separate Accounts as a percentage of the market value of assets under management. Annual rates vary by investm ent objective and type of services provided. Fee arrangements for Separate Accounts vary by client, and are based on a number of different factors, including investment mandate, serv ices performed, and account/relationship size.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 1 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Investment management fees are generally calculated under contr actual arrangements with the Adviser’s SIPs, Sub-Advised Products and Separate Accounts as a percentage of the market value of assets under management. Annual rates vary by investm ent objective and type of services provided. Fee arrangements for Separate Accounts vary by client, and are based on a number of different factors, including investment mandate, serv ices performed, and account/relationship size.
Minimum Investment $10,000,000
Minimum Annual Fee $0
Average Account AUM $5,481,653,490
Hybrid Advisor Yes
Disciplinary History No
Total AUM $444 billion
Advisor / Client Ratio 1:1
Headquarters One Franklin Parkway San Mateo, CA 94403-1906
SEC Filings Forms and Brochures


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