Franklin, Parlapiano, Turner & Welch LLC

Franklin, Parlapiano, Turner & Welch LLC is a Fee Only asset management firm established in 2004 in Texas. The firm offers a Managed Account Program providing services such as retirement planning, wealth management, and college planning. Clients are required to enter into an Investment Advisory Agreement defining services, fees, and terms. The firm's investment strategy involves fundamental analysis and offers seven investment models based on risk profile. Clients in the Managed Account Program pay an all-inclusive fee based on a tiered structure. As of December 31, 2024, the firm managed approximately $771 million in discretionary client assets. FPTW does not engage in performance-based fees, offers services to high-net-worth individuals, and requires a minimum account size of $3 million. The firm does not have any reportable disciplinary information and does not compensate for client referrals. Clients have the option to grant investment discretion to FPTW, with the firm having the authority to manage accounts and rebalance portfolios. Clients are responsible for voting on securities proxies and are provided with regular account statements and performance reports. For more details, clients can contact the firm's Chief Compliance Officer, Joseph Dyal.