Overview
- Headquarters
- San Mateo, CA
- Total Firm Assets
- $509.5 billion
- Average High-Net-Worth Client Portfolio Size
- $8.0 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: FRANKLIN ADVISERS, INC. FORM ADV PART 2A BROCHURE - SEPTEMBER 2026 (2026-09-16) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.10% – 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $25,000 | 0.25% |
| $50 million | $125,000 | 0.25% |
| $100 million | $250,000 | 0.25% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 0.60%
- Number of High-Net-Worth Clients
- 382
- Total Client Accounts
- 25,018
- Discretionary Accounts
- 24,997
- Non-Discretionary Accounts
- 21
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 104517
- FRANKLIN ADVISERS, INC. FORM ADV PART 2A BROCHURE - SEPTEMBER 2026 (2026-09-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗