JD
CFP
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information
Office location
15115 Park Row, Suite 140, Houston, TX, 77084-4945
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Franklin, Parlapiano, Turner & Welch LLC
June 2014 - Present · 11 yrs 7 mos
Previous Registrations
Legacy Wealth Management INC
October 2007 - June 2014 · 6 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.