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Alexander Goodwin

2 Years of Experience
Austin, TX

Alexander Goodwin is a registered investment advisor at Turner Capital Investments, LLC, based in Austin, TX, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 716 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
716 clients
Average Client Portfolio
$179K average
Assets Under Management
$127.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M2.00%
$2.5M - $5.0M1.50%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9442 Capital of Texas Hwy N, Arboretum Plaza One, Suite 500, Austin, TX, 78759

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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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Employment History
Current Registrations
Turner Capital Investments, LLC
August 2023 - Present · 2 yrs 8 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.
Alexander Goodwin - Financial Advisor | TrueAdvisor