Franklin Retirement Solutions provides financial planning to evaluate your financial situation and goals. They also offer portfolio management services, creating custom portfolios and monitoring them. Franklin Retirement Solutions can also recommend third-party investment advisors based on your needs. They will monitor your accounts with the third-party advisor and act as your primary financial advisor.
Fee Structure
Franklin Retirement Solutions offers portfolio management services where they manage your investments for you. The annual fee ranges from 1.00% to 2.25% of the value of your portfolio. The fee is negotiable based on the size of your account and whether you have multiple accounts with Franklin Retirement Solutions. The fee is calculated and charged quarterly, based on the value of your account at the end of each quarter.