Paul Franklin
Paul Franklin is a registered investment advisor at Franklin Trend Investment Management, LLC, based in Boise, ID, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 50 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally not negotiable. If a third-party manager is used, their fees range from 0.45% to 1.25% of the assets they manage and are a portion of the 1.5% fee.
Fee Estimator
Location
199 N. Capitol Blvd, Suite 502, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Employment History
Current Registrations
Franklin Trend Investment Management, LLC
Previous Registrations
United Advisors Services, LLC
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.