Franklin Templeton Portfolio Advisors Review


Trust Score 94%
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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 $4.1 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.

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Avg Account Balance $903,997
Hybrid Advisor Yes
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:915
Headquarters One Franklin Parkway San Mateo, CA 94403-1906
SEC Filings Forms and Brochures


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