Franklin Templeton Portfolio Advisors Review


Trust Score 86%
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Franklin Templeton Portfolio Advisors, federally registered in 1978, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 5 advisors. Franklin Templeton Portfolio Advisors manages $4 billion and provides investment advisory services for 4,575 clients (1:915 advisor/client ratio).

The annual fee for investment advisor services ranges from 0.15% to 0.90% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 40 years

Considerations


  • There is only one licensed advisor for every 915 clients (industry average 1:50)
  • 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 The annual fee for investment advisor services ranges from 0.15% to 0.90% of assets under management.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $903,997
Hybrid Advisor Yes
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:915
Headquarters One Franklin Parkway San Mateo, CA 94403-1906
SEC Filings Forms and Brochures


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