Franklin Wealth Management provides portfolio management and financial planning services. They use static and dynamic model portfolios for asset management, tailoring strategies to client objectives and risk tolerance. Financial planning covers investment, estate, tax, and retirement planning. Clients can choose discretionary or non-discretionary account management. Franklin Wealth Management also offers wealth management reporting services.
Assets Under Management$260M
Clients404
Advisors4
Avg. per Client$640K
Avg. per Advisor$65M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Generally impose a minimum annual fee of $2,000 per household. Clients may be charged higher or lower fees than the fee schedule above. Some clients may be charged an overall flat percentage rather than blended. An annual fee of up to $65 may be assessed on all accounts to cover technology costs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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