Franklin Street Capital provides investment advice to individuals, high net worth individuals, and retirement plans. They create customized investment strategies based on your goals, risk tolerance, and financial situation. They primarily use individual stocks or mutual funds, but may also use ETFs, bonds, options, or independent managers. They focus on long-term investing but may make short-term adjustments.
Fee Structure
Franklin Street Capital's investment management fees are based on the value of your investments and are paid quarterly in advance. The fees can be up to 1.25% per year, depending on the complexity of your account and the amount you invest. Fees may be negotiable. If Franklin Street Capital uses independent managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.