Kieu Turk is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Austin, TX, with 24 years of industry experience. Kieu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
3108 N Lamar Blvd., Suite B100, Austin, TX, 78705
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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 Activities
Kieu owns multiple single-family real estate properties and has a 20% ownership stake in 4th Floor Properties, LLC. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Austin Private Wealth, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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