How does the advisor help clients – Key Takeaways:
FRANKLIN ADVISERS, INC. is a renowned financial firm that specializes in providing expert advice to its clients on various financial matters. The firm has been in business for over 50 years and has a team of experienced and knowledgeable advisors who assist clients in achieving their financial goals.
Here are some key takeaways on how FRANKLIN ADVISERS, INC. helps its clients:
- Assessing individual financial situation and goals
- Creating personalized financial plans
- Implementing investment strategies
- Monitoring and managing investments
- Offering ongoing support and guidance
Facts and Insights
FRANKLIN ADVISERS, INC. has been in operation since 1947 and has established itself as one of the leading financial firms in the industry. As of 2020, the firm has over $600 billion in assets under management and employs over 350 advisors. With its vast experience and resources, the firm provides clients with valuable insights and expertise in financial planning and investment management.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $600 billion | 350+ | 50+ years |
Financial Services Offered
FRANKLIN ADVISERS, INC. offers a wide range of financial services to its clients, including:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Education planning
Client Types
FRANKLIN ADVISERS, INC. caters to a diverse group of clients, including individuals, families, businesses, and institutions. The firm takes a personalized approach to each client, understanding their unique financial needs and goals, and creating tailored solutions to help them achieve success.
Fees & Compensation
FRANKLIN ADVISERS, INC. charges clients a percentage-based fee for its services, which is calculated on the total assets under management. The firm believes in transparent and fair pricing, and its fees are disclosed to clients upfront. The firm does not receive any commissions or incentives for recommending specific investments, ensuring that the client’s best interest always comes first.
Background
FRANKLIN ADVISERS, INC. was founded in 1947 and is a subsidiary of Franklin Resources, Inc., a global investment management organization. The firm has a team of experienced and highly qualified advisors who are dedicated to providing expert financial guidance and building long-term relationships with clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FRANKLIN ADVISERS, INC. is held to high fiduciary standards and is legally obligated to act in the best interests of its clients. The firm fully discloses any potential conflicts of interest and provides clients with all necessary information to make informed decisions. Additionally, all advisors are required to follow a strict code of ethics and have a duty to always act in the client’s best interest.