HT
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Hayden Turner

6 Years of Experience
San Francisco, CA
Broker

Hayden Turner is a registered investment advisor at Parnassus Investments, LLC, based in San Francisco, CA, with 6 years of industry experience. Hayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $46B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
30 clients
Average Client Portfolio
$1.5B average
Assets Under Management
$45.7B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200.0M0.40%
$200.0M - $400.0M0.35%
$400M+0.30%

The above fee schedule applies to Parnassus Core Equity, Parnassus Growth Equity, and Parnassus Value Equity strategies. For Parnassus Mid-Cap Equity and Parnassus Mid-Cap Growth Equity strategies, the fee is 0.45% on the first $200 million, 0.40% on amounts between $200 million and $400 million, and 0.35% on amounts above $400 million. Parnassus Investments reserves the right to negotiate fees at its discretion.

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

1 Market Street, Suite 1600, San Francisco, CA, 94105

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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

Hayden works full-time as an Associate Vice President in Institutional Relations at Parnassus Investments, LLC. He maintains client relationships, educates clients, and assists the investment team with marketing materials.

Employment History
Current Registrations
Parnassus Investments, LLC
December 2021 - Present · 4 yrs 5 mos
Parnassus Funds Distributor, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Parnassus Funds Distributor, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Parnassus Investments
September 2021 - December 2021 · 3 mos
Pimco Investments LLCBroker
February 2019 - April 2021 · 2 yrs 2 mos
State Registrations52 states
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AdvisorBrokerBoth

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.
Hayden Turner - Financial Advisor | TrueAdvisor