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 Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B 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% |
Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.
Fee Estimator
Location
3108 N Lamar Blvd., Suite B100, Austin, TX, 78705
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
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
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.
Exams
More Advisors
- Dan Kraus, CFPCerity Partners LLC
- Hayley Swaim, CFPCerity Partners LLC
- Kyle Cook, CFPCerity Partners LLC
- Kevin Weaver, CFPCerity Partners LLC
- Dimitrian Jimenez, CFPCerity Partners LLC
- Alex Wagner, CFPCerity Partners LLC