Thomas Kleptz is a registered investment advisor at Turnstone Financial, based in Troy, OH, with 11 years of industry experience. Thomas 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 96 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
96 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$152.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.45% |
The amount paid to the third party manager will generally be between 0.20% - 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
220 West Main Street, Troy, OH, 45373
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Regulatory History (1)
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Employment Separation After Allegations
September 2009Employment History
Current Registrations
Turnstone Financial
June 2014 - Present · 11 yrs 10 mos
State Registrations1 state
OH
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.