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Ross Turnbull

Odlum Brown USA Investment Management Limited
20 Years of Experience
Vancouver, British Columbia
View SEC Summary
View SEC Summary

Ross Turnbull is a CFA-designated registered investment advisor at Odlum Brown USA Investment Management Limited, based in Vancouver, British Columbia, with 20 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 255 clients with $170M in assets under management.

Odlum Brown USA Investment Management Limited
Compensation
Fee-Only (% of Portfolio)
Firm Size
30 advisors
Number of Clients
255 clients
Average Client Portfolio
$685K average
Assets Under Management
$174.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Odlum Brown USA Investment Management Limited does not maintain a fixed advisory fee schedule; fees are determined between portfolio managers and clients with a maximum annual percentage of 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1100-250 Howe Street, Vancouver, British Columbia, V6C 3S9

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Odlum Brown USA Investment Management Limited
February 2006 - Present · 20 yrs 8 mos
State Registrations9 states
AZCACOFLILNCNVTXWA
Advisor

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
No exam information available for this advisor.
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