Keith Smith
Keith Smith is a registered investment advisor at Turner Capital Investments, LLC, based in Shady Shores, TX, with 8 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 716 clients with $130M 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 $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Location
Shady Shores, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is a sole proprietor/broker/owner of ERISA Group, LLC, selling employee benefits and fixed insurance, dedicating about 10-20% of his time. He also works as a senior account representative for Hub International Group, marketing employee benefits full-time.
Employment History
Current Registrations
Turner Capital Investments, LLC
State Registrations1 state
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.