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 Alternative Investments, Business Owners, High Net Worth, Investment Management. Their firm serves 337 clients with $110M 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% |
Fees are non-negotiable and apply to total household assets under management.
Fee Estimator
Location
Shady Shores, TX
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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.