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
Series 65
Industry experience
12 years
Peter Parlapiano is a financial advisor at Franklin, Parlapiano, Turner & Welch LLC in Houston, TX, with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Franklin, Parlapiano, Turner & Welch primarily serves high-net-worth individuals, trusts, and estates, offering portfolio management on both discretionary and nondiscretionary bases. The firm sponsors a proprietary wrap fee Managed Account Program alongside a separate Global Stock Program, employing a fundamental analysis approach with customized model portfolios.
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
2012 - Present (14 years)
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Insurance agent
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Broker-dealer / trader
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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
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Lawyer
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Real estate agent
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Other specialized services
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