Aaron Turner is a CFP-designated registered investment advisor at Aaron Geoffrey Turner, based in Sacramento, CA, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 140 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are based on an agreed-upon annual percentage of the value of your portfolio.
Fee Estimator
Location
2100 Northrop Ave, Ste 500, Sacramento, CA, 95825
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 Activities
Aaron is a 100% shareholder in Aaron G. Turner CPA an Accountancy Corporation, which is not investment-related. He spends about half his time on accounting/CPA activities.
Employment History
Current Registrations
Aaron Geoffrey Turner
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.