JT
JT

James Turo

26 Years of Experience
Los Angeles, CA
1 DisclosureBroker

James Turo is a registered investment advisor at Gt Investment Management, LLC, based in Los Angeles, CA, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $5.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
35 clients
Average Client Portfolio
$157K average
Assets Under Management
$5.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable. Total fees collected by GTIM and third-party managers will not exceed 2% of assets annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12130 Millennium Drive, Suite 300, Los Angeles, CA, 90094

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History

Regulatory History (1)
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Regulatory
March 2013
Final
Other Business Activities

James is the Managing Director of GT Securities, Inc., CEO of Growthink, Inc., and Growth Advisor with Guiding Metrics. He is also the Managing Member of GT Investment Management LLC.

Employment History
Current Registrations
Gt Investment Management, LLC
June 2023 - Present · 2 yrs 11 mos
Gt Securities, INC.Broker
February 2002 - Present · 24 yrs 3 mos
Previous Registrations
Five 9 Securities, LLCBroker
July 2018 - August 2018 · 1 mo
Innovation Capital, LLCBroker
May 2005 - April 2007 · 1 yr 11 mos
Claris Capital LLCBroker
November 2003 - November 2003 · 0 mos
F.N. Wolf & CO., INC.Broker
September 1990 - May 1993 · 2 yrs 8 mos
State Registrations37 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Turo - Financial Advisor | TrueAdvisor