Templeton Investment Counsel, LLC is a large advisory firm based in Ft. Lauderdale. It manages $31.4 billion of regulatory assets for 324 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 12 other states.
Templeton Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Templeton Investment Counsel, LLC is $31.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and $560.35 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Templeton Investment Counsel, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Cynthia Lewis Sweeting is investment companies with 9 clients and $9.74 billion of assets under management. Among the 6 most similar advisory firms, Templeton Investment Counsel has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $31.03 billion for 324 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Templeton Investment Counsel also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 29 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cynthia Lewis Sweeting has been acting as President since 1 Jul 2012. Jed Andrew Plafker joined the executive team most recently as the Executive Vice President.
The principal office where Templeton Investment Counsel, LLC performs its advisory services is located at 300 Southeast 2 Nd Street, Ft. Lauderdale, FL 33301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (954) 527-7500 or by fax (954) 527-7329. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at franklintempleton.com/.