How Does FRANKLIN TREND INVESTMENT MANAGEMENT, LLC Help Clients?
FRANKLIN TREND INVESTMENT MANAGEMENT, LLC is a reputable financial firm known for its expertise in providing personalized financial management services to its clients. With decades of experience in the industry, the firm’s team of financial experts use their vast knowledge and resources to assist clients in achieving their financial goals.
Key Takeaways:
- Expertise in providing personalized financial management services
- Team of highly qualified financial experts
- Use of extensive knowledge and resources to help clients achieve their financial goals
Facts and Insights
FRANKLIN TREND INVESTMENT MANAGEMENT, LLC has been in the industry for over 30 years, making it one of the most experienced firms in the field. The firm has managed to build a solid reputation for itself by consistently providing exceptional financial guidance to its clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | $50 billion |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | Over 30 years |
Financial Services Offered:
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Education planning
Client Types:
- Individuals
- High net worth individuals
- Small business owners
- Corporations
- Non-profits
Fees & Compensation:
FRANKLIN TREND INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of the assets under management. This fee structure aligns their interests with those of their clients, as the firm only succeeds when its clients succeed. They are committed to providing transparent and ethical financial services, and there are no hidden fees or commissions.
Background:
The firm was founded in 1988 by John Franklin, a renowned financial expert with a passion for helping individuals and businesses take control of their finances. Since its inception, the firm has grown to become one of the leading financial management firms in the country, thanks to its commitment to excellence and personalized service.
Financial Advisor Disclosures to Know:
As a reputable financial firm, FRANKLIN TREND INVESTMENT MANAGEMENT, LLC is committed to complying with all regulations and laws set by financial governing bodies. The firm’s advisors are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest to their clients.