Franklin Trend Investment Management manages investment portfolios and provides ongoing investment advice for individuals, high net worth clients, corporations, and other businesses. Founded in 2015 and located in Boise, Idaho with a satellite office in South Carolina, Franklin Trend Investment Management builds globally diversified portfolios tailored to each client's specific financial goals, time horizon, and risk tolerance. The firm uses traditional fundamental analysis and modern portfolio theory to invest primarily in mutual funds, exchange-traded funds, individual equities, bonds, certificates of deposit, and government securities. Franklin Trend Investment Management follows strict legal standards to act in the best interest of clients and operates with both discretionary and non-discretionary authority, meaning the firm can make trades on your behalf with or without prior approval depending on your agreement. The firm does not require a minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally not negotiable. If an outside manager is utilized, their fees range from 0.45% to 1.25% of your portfolio and are paid as a portion of your total advisory fee.