J. Franklin Financial offers investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial planning services covering various topics such as retirement, cash flow, and estate preservation. Clients can place restrictions on investments. J. Franklin Financial also uses the AssetMark platform and American Funds Service Company.
Assets Under Management$31M
Clients222
Advisors1
Avg. per Client$140K
Avg. per Advisor$31M
www.jfranklinfinancial.com ·www.facebook.com/jfranklinfinancial ·www.linkedin.com/in/james-franklin-fscp-25779767
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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