Brian Turpin
Brian Turpin is a registered investment advisor at Turpin & Associates INC, based in Indianapolis, IN, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 35 clients with $6.3M 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 $100K | 2.00% |
| $100K - $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Location
7098 N Shadeland Avenue, Suite C, Indianapolis, IN, 46220
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 ActivitiesSells Insurance
Brian owns NBT Consulting LLC, where he sells insurance products including life, health, property, and casualty insurance. He dedicates most of his time to financial planning using insurance-related products, with smaller portions dedicated to tax preparation and insurance sales.
Employment History
Current Registrations
Turpin & Associates INC
State Registrations1 state
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