Templeton Financial Services provides investment advisory services, specializing in creating portfolios primarily comprised of tax-exempt or taxable municipal securities. They manage client accounts with a focus on conservative income-producing investments. While they don't hold themselves out as financial planners, they may offer limited consultation services on investment and non-investment related matters to their investment management clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The firm generally requires a minimum asset level of $2,000,000 for clients who engage Templeton Financial Services directly. This minimum decreases to $250,000 when serving as a sub-advisor. The firm, in its sole discretion, may charge a lesser investment management fee and/or waive or reduce its minimum asset requirement based upon certain criteria.