Franklin Trend Investment Management offers investment management services driven by each client's financial goals. The firm uses broadly diversified portfolios and a systematic strategy. They have authority to make trades without asking for consent first, unless the client sets restrictions. The firm may recommend third-party managers, but remains responsible for ensuring the investments are suitable for the client.
Assets Under Management$32M
Clients50
Advisors1
Avg. per Client$640K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally not negotiable. If a third-party manager is used, their fees range from 0.45% to 1.25% of the assets they manage and are a portion of the 1.5% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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