Franklin Street Advisors offers customized investment management services to high-net-worth individuals and institutional investors. The firm works closely with clients to understand their financial objectives, liquidity needs, time horizon, and risk tolerance, using this information to build a tailored asset allocation plan. Franklin Street Advisors employs an open architecture platform and dedicated in-house resources to invest across global equities, fixed income, commodities, real assets, and alternative asset classes. Portfolios are managed on a discretionary basis, meaning the firm makes trades and adjustments on the client's behalf without requiring prior approval for each individual transaction. In addition to general investment portfolios, the firm offers specialized strategies and a Fund Advisory Program that utilizes exchange-traded funds and mutual funds, typically for smaller accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates shown apply to accounts holding equity, cash, and/or mixed assets. Accounts holding fixed income and cash assets only are charged 0.50% for assets up to $5 million and 0.375% for assets over $5 million. The minimum annual fee is $7,500.