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Franklin, Turner & Welch LLC (Houston)


Franklin, Turner & Welch LLC is a large advisory firm based in Houston. It manages $209.07 million of regulatory assets for 332 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Louisiana, Oklahoma, and Texas.

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Franklin, Turner & Welch provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Franklin, Turner & Welch: assets under management

The assets under management (AUM) of Franklin, Turner & Welch LLC is $209.07 million. The firm's AUM has grown by 253% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $186.8 million in discretionary accounts and $22.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $788.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $234.36 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Franklin, Turner & Welch LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Franklin, Turner & Welch LLC performs its advisory services is located at 15115 Park Row, Houston, TX 77084 4945, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-599-3129 or by fax 281-398-9448. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.ftwllc.com.


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