Franklin Madison Advisors manages investment portfolios based on clients' individual needs and goals. They also offer comprehensive financial planning services, where planners work with clients to develop and implement plans covering areas like retirement, taxes, insurance, and estate planning. Franklin Madison Advisors also has a tax preparation subsidiary to assist clients with tax filing and compliance.
Assets Under Management$25M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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