Advisor at Franklin, Parlapiano, Turner & Welch LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Houston, TX 77084-4945
Credentials
CFP®, Series 65
Industry experience
18 years
Joseph Dyal is a CFP® with 18 years of experience in the financial advisory industry. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2014. The firm primarily serves high-net-worth individuals, trusts, and estates, offering portfolio management through discretionary and nondiscretionary arrangements. Its investment approach incorporates fundamental analysis and customized model portfolios, with a notable proprietary wrap fee Managed Account Program and a Global Stock Program.
Based on Franklin, Parlapiano, Turner & Welch LLC
Based on Franklin, Parlapiano, Turner & Welch LLC
$0 - $1,000,000: 1.25% of amount over $0 plus $0 minimum fee $1,000,000 - $2,000,000: 0.70% of amount over $1,000,000 plus $12,500 minimum fee $2,000,000 - $3,000,000: 0.65% of amount over $2,000,000 plus $19,500 minimum fee $3,000,000 - $6,000,000: 0.60% of amount over $3,000,000 plus $26,000 minimum fee $6,000,000 - $8,000,000: 0.50% of amount over $6,000,000 plus $44,000 minimum fee $8,000,000 - $12,000,000: 0.40% of amount over $8,000,000 plus $54,000 minimum fee $12,000,000 - $50,000,000: 0.25% of amount over $12,000,000 plus $70,500 minimum fee
Account minimum: $3,000,000 Minimum fee: $0 to $70,500 depending on account size tier Fee-only: Managed Account Program is a wrap-fee program; all-inclusive fee including trade execution and portfolio management
15115 Park Row, Suite 140
Houston, TX 77084-4945
Texas
Franklin, Parlapiano, Turner & Welch LLC
2014 - Present (12 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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