You can learn about the services Franklin Templeton’s investment advisers and broker-dealers provide to retail investors by reviewing our Client Relationship Summaries.What are the discounts for Franklin Templeton shares?
BREAKPOINT DISCOUNTS FOR FRANKLIN TEMPLETON CLASS A SHARES3 Equity, Alternatives and Multi-Asset Funds Investment Amount Sales Charge Less than $50,000 5.50% $50,000–$99,999 4.50% $100,000–$249,999 3.50% $250,000–$499,999 2.50% $500,000–$999,999 2.00% $1,000,000 and above 0.00%Is the Franklin Templeton walk in center closed?
Due to COVID-19, our walk-in Customer Service Centers are temporarily closed. If you need assistance, please leverage our website or contact us Monday through Friday from 5:30 A.M. to 5 P.M. PT at (800) 632-2301. Fiduciary Investment Management Int’l. D-60325 Frankfurt am Main.Can a Franklin Templeton retirement plan be combined?
Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same employer.