Assets Under Management
$771.0M
Number of Clients
103
Number of Advisors
4
Average Client AUM
$7.5M
AUM per Advisor
$192.8M
Compensation
Fee-Only (AUM)
Franklin, Parlapiano, Turner & Welch LLC (FPTW) offers fee-only asset management services through its Managed Account Program. Services range from pre- and post-retirement distribution strategies to college planning, multigenerational wealth management, and retirement planning. FPTW requires a $3,000,000 minimum to commence an engagement, but may waive or reduce this at its discretion.
15115 Park Row, Suite 140, Houston, TX, 77084-4945