Joshua Turner is a registered investment advisor at Franklin Street Advisors INC., based in Chapel Hill, NC, with 11 years of industry experience. Joshua 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 414 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts holding equity, cash and/or mixed assets. Fees are negotiable. Minimum annual fee of $7,500. For accounts holding fixed income and cash assets only: 0.50% annual fee on all assets $5 million or less; 0.375% annual fee on all assets over $5 million.
Fee Estimator
Location
1450 Raleigh Road, Suite 300, Chapel Hill, NC, 27517-8833
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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 →Employment History
Current Registrations
Franklin Street Advisors INC.
Previous Registrations
UBS Financial Services INC.
State Registrations2 states
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.