Peter John Parlapiano

Franklin, Parlapiano, Turner & Welch LLC

11 Years of Experience

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Firm Information

Franklin, Parlapiano, Turner & Welch LLC

Compensation

Fee-Only (AUM)

Number of Advisors

4 advisors

Number of Clients

103 clients

Average Client Portfolio

$7.5M average

Assets Under Management

$771.0M

Fee Structure

Minimum Investment:$3M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	0.70%
$2.0M - $3.0M	0.65%
$3.0M - $6.0M	0.60%
$6.0M - $8.0M	0.50%
$8.0M - $12.0M	0.40%
$12.0M - $50.0M	0.25%
$50M+	0.25%

Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

FPTW offers a Managed Account Program with fees calculated as a percentage of assets under management. For example, a $1,500,000 portfolio would incur a fee of $12,500 + 0.70% of the amount over $1,000,000. The firm generally requires a minimum account size of $3,000,000, but this may be waived at FPTW's discretion. Fees may be negotiable depending on the circumstances.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

15115 Park Row, Suite 140, Houston, TX, 77084-4945

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.