David Turben

Turning Point Advisors offers several investment options with different fee structures:

• Long Haul Portfolio & Traditional Equity and Balanced Portfolios:

  • 1.00% annually on the first $1,000,000 of your portfolio
  • 0.75% annually on the next $2,000,000 (assets between $1,000,001 and $3,000,000)
  • 0.50% annually on the next $2,000,000 (assets between $3,000,001 and $5,000,000)
  • 0.25% annually on the next $5,000,000 (assets between $5,000,001 and $10,000,000)
  • 0.10% annually on assets over $10,000,000

• Fast Cars Portfolios:

  • 1.50% annually on the first $5,000,000 of your portfolio
  • 1.00% annually on the next $5,000,000 (assets between $5,000,001 and $10,000,000)
  • 0.50% annually on assets over $10,000,000

• Classic Cars Portfolios:

  • For a 75% Equities / 25% Hedged Allocation: 0.45% annually on the equities portion and 0.10% annually on the hedged portion for assets up to $10,000,000. For assets over $10,000,000, the fee on the equities portion may be 0.45% or less, while the hedged portion remains at 0.10%.
  • For a 100% Hedged Allocation: 1.50% annually on the first $5,000,000, 1.00% annually on the next $5,000,000 (assets between $5,000,001 and $10,000,000), and 0.50% annually on assets over $10,000,000.