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Craig Turner

8 Years of Experience
Coppell, TX

Craig Turner is a registered investment advisor at Ranchwood Capital Management, based in Coppell, TX, with 8 years of industry experience. Craig 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 1 clients with $930K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$930K average
Assets Under Management
$930K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $200K1.30%
$200K - $500K1.10%
$500K+1.00%

Fees are negotiable. For qualified clients, the firm may charge a performance-based fee of 15% to 25% of the increase in client's net assets annually, subject to a high water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

832 Howell Dr., Coppell, TX, 75019

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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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Other Business Activities

Craig is involved in the ownership, management, and operations of Ranchwood Outdoors, a landscaping service. This takes up approximately 60% of his time, with the remaining time spent on activities related to Ranchwood Capital Management.

Employment History
Current Registrations
Ranchwood Capital Management
July 2017 - Present · 8 yrs 10 mos
State Registrations1 state
TX
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.