Franson Financial offers investment management tailored to individual client needs, retirement plan advisory services for held-away accounts, and comprehensive financial planning. Financial planning covers investment analysis, retirement planning, tax strategies, cash flow and debt management, college savings, and risk management. Clients receive a complimentary initial consultation and annual account review.
Assets Under Management$1.5M
Clients11
Advisors2
Avg. per Client$140K
Avg. per Advisor$770K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.95% |
Fees are negotiable for accounts over $5,000,000. Schedule applies to Index, US Bond, and US Dollar (IBD) Strategy, US Dividend Income Strategy, Global Dividend Income Strategy, Global Macro Strategy, and Bond Income Strategy. Fees for Custom Investment Portfolios are negotiable for all account values.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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