Templeton Investment Counsel, LLC

Fee-Only (% of Portfolio)

Templeton Investment Counsel, LLC (TICLLC) provides investment advisory and portfolio management services to U.S. and non-U.S. registered funds, private funds, and separate accounts. TICLLC also manages or sub-advises certain sub-advised accounts and acts as a sub-advisor for a limited number of clients in connection with separately managed accounts. TICLLC's equity strategies aim to identify undervalued stocks globally, focusing on company fundamentals and valuation.

Assets Under Management$4.6B
Clients507
AdvisorsN/A
Avg. per Client$9.1M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

TICLLC's standard fees for separate account clients are calculated as a percentage of the value of assets under management, typically monthly or quarterly. Fees are based on investment mandate, services performed, and account size, and may be negotiated. TICLLC offers various mandates, including Developed Markets ex-U.S., Global Climate Change, Global Equity, Global Small Cap Equity, International Small Cap Equity, Non-U.S. Equity, Templeton International ADR Equity, and Templeton International Equity.

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Templeton Investment Counsel, LLC | TrueAdvisor