Franklin Advisors Corp is a registered investment advisor based in Henderson, Nevada, owned and operated by Ben Lin. The firm provides personalized financial advisory services to individuals, families, and high-net-worth clients. Franklin Advisors Corp offers continuous portfolio management, holistic wealth management, retirement plan consulting, standalone financial planning, and educational seminars. The firm employs traditional methods of analysis, such as fundamental and technical analysis, combined with modern portfolio theory and asset allocation to construct diversified, long-term portfolios. Client assets are held with qualified independent custodians, and the firm exercises investment discretion when authorized by the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable at the firm's discretion based on the type and complexity of services and the overall client relationship. Clients also pay a monthly retainer fee agreed upon in their advisory agreement.