Franklin Templeton Institutional, LLC

Fee-Only (% of Portfolio)

Franklin Templeton Institutional, LLC (FTILLC) provides investment advisory and portfolio management services to registered funds, private funds, and separate accounts. FTILLC also manages sub-advised accounts. FTILLC offers various investment strategies including equity, fixed income, and real estate. FTILLC's services are offered worldwide.

Assets Under Management$30B
Clients113
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

FTILLC'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 negotiated and can vary based on investment mandate, services performed, and account size. Performance fees may also apply. Here are some example fee ranges:

  • ACWI Ex-US: 0.40% to 0.70%
  • Concentrated Global Plus Equity: 0.45% to 0.75%
  • Global Equity: 0.40% to 0.70%
  • Global Small-Mid Cap Equity: 0.65% to 0.95%
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Franklin Templeton Institutional, LLC | TrueAdvisor