Peter Parlapiano
Peter Parlapiano is a registered investment advisor at Franklin, Parlapiano, Turner & Welch LLC, based in Houston, TX, with 12 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 103 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.40% |
| $12M+ | 0.25% |
Managed Account Program fees may be negotiable. FPTW may combine accounts for fee schedule purposes. FPTW has "Courtesy Accounts" that we have opened for family members of Managed Account Program clients; however, FPTW neither actively manages these courtesy accounts nor receives fees from them.
Fee Estimator
Location
15115 Park Row, Suite 140, Houston, TX, 77084-4945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Franklin, Parlapiano, Turner & Welch LLC
State Registrations1 state
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