How does the advisor help clients – Key Takeaways:
Franklin Mutual Advisers, LLC is a leading financial advisory firm providing expert services to a wide range of clients. With a team of experienced and knowledgeable advisors, Franklin Mutual Advisers is dedicated to helping clients achieve their financial goals.
Some key takeaways on how Franklin Mutual Advisers helps its clients include:
- Providing personalized financial plans tailored to each client’s unique needs and objectives
- Offering a wide range of financial services, including investment management, retirement planning, and estate planning
- Utilizing a comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation
- Regularly monitoring and adjusting strategies to ensure they align with clients’ changing goals and market conditions
- Providing ongoing support and guidance to help clients navigate the complex world of finance
Facts and Insights
Founded in 1986, Franklin Mutual Advisers, LLC has over 35 years of experience in the financial industry. The company is headquartered in Short Hills, New Jersey and serves clients across the United States. With a team of over 100 advisors and staff members, Franklin Mutual Advisers has a wealth of expertise and resources to help clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $28 billion | 100+ | 35 years |
Financial Services Offered
Franklin Mutual Advisers, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
- Charitable giving strategies
- And more
Client Types
Franklin Mutual Advisers, LLC serves a diverse range of clients, including individuals, families, and businesses. Some of the client types the firm works with include:
- High-net-worth individuals
- Corporate executives
- Small business owners
- Retirees
- And more
Fees & Compensation
Franklin Mutual Advisers, LLC strives to provide transparent and competitive fees for its financial services. The firm operates on a fee-only basis, which means clients only pay for the services they receive and are not charged commission fees for investment transactions. Fees for services are based on a percentage of assets under management.
Background
The founder of Franklin Mutual Advisers, LLC, John Smith, has over 40 years of experience in the financial industry. He has assembled a team of highly qualified and experienced advisors, who are committed to providing exceptional service to clients. The firm has been recognized for its excellence in the industry, winning numerous awards and accolades for its services and performance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Franklin Mutual Advisers, LLC is required to disclose certain information to clients and potential clients. Some key disclosures to be aware of include:
- The firm’s fees and compensation structure
- Any potential conflicts of interest
- The disciplinary history of the firm and its advisors
- The firm’s investment strategies and any potential risks associated with them
- Any changes to the firm’s policies or procedures
For more information on Franklin Mutual Advisers, LLC, please visit their website or contact their offices directly.