Templeton Financial Services Inc
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Overview
Templeton Financial Services Inc is a financial advisor firm based in Chandler, Arizona. The firm controls $333.3 million in total assets throughout 292 accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Templeton Financial Services Inc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, stocks and bonds.
Templeton Financial Services Inc manages all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices without requiring the customer's consent. The company oversees roughly $1.1 million for each client account. The typical advisor at Templeton Financial Services Inc administers about 97 client accounts.
The firm's central office is at 1490 S Price Road, Ste 218, Chandler, Arizona 85286. It is legally allowed to serve investors across a few states, including Arizona, California, Colorado, Florida, Illinois, Michigan, Nevada, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Templeton Financial Services Inc by the Numbers
$333.3 million
4
292
$1.1 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Templeton Financial Services Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors and corporations. Out of its 292 clients, Templeton Financial Services Inc's biggest client by number of accounts is high net worth investors, though it also serves 288 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 98.63%
- Other Individuals - 0%
- Corporations - 1.37%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Templeton Financial Services Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Templeton Financial Services Inc
Chandler, AZ
Sun Lakes, AZ
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