Matthew Turnbull
Matthew Turnbull is a registered investment advisor at Turnbull Financial Services LLC, based in Encinitas, CA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $3.7M 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 | 1.00% |
Fees may be negotiable. The total blended fee, including Turnbull Financial Services' fee, the Independent Managers’ fees and Orion platform fees shall not exceed 2.50% annually.
Fee Estimator
Location
Encinitas, CA
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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
Matthew is an independent insurance agent at the same address as his advisory business. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Turnbull Financial Services LLC
Previous Registrations
Capital Investment Group, INC.Broker
Claremont Financial Group,inc.
Pacific Financial Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Centaurus Financial, INC.Broker
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.