Cheri Turner is a CFP-designated registered investment advisor at Client First Capital, LLC, based in San Diego, CA, with 2 years of industry experience. Cheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 60 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client First Capital offers two investment management services:
- Asset Management: The maximum annual fee is 1.00%, but there is a minimum annual fee of $8,500. Clients with smaller accounts may pay more than 1.00%.
- Comprehensive Portfolio Management: The maximum annual fee is 1.00%.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Client First Capital, LLC
State Registrations1 state
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