Ahmet Turken is a registered investment advisor at Turken Investments LLC., based in San Marcos, CA, with 5 years of industry experience. Ahmet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.30% |
| $6M+ | 0.15% |
Fee Estimator
Location
San Marcos, CA
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 Activities
Ahmet works as a Senior Finance Manager for Becton Dickinson, focusing on financial planning and budgeting for global medical technology products. He started in July 2022 and this activity is not investment-related.
Employment History
Current Registrations
Turken Investments LLC.
State Registrations1 state
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.