Claude Turlington is a CFA-designated registered investment advisor at Terry Mcdaniel & Company, based in Austin, TX, with 23 years of industry experience. Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 380 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
Fees are negotiable in certain instances.
Fee Estimator
Location
2630 Exposition Blvd, Suite 300, Austin, TX, 78703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Terry Mcdaniel & Company
State Registrations1 state
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