Pring Turner Capital Group (PTCG) provides investment advisory services on a fee-only basis, managing conservative portfolios of equities and fixed income investments. PTCG uses an active asset allocation management process built around the business cycle. PTCG also offers financial planning services, taking a comprehensive view of the client’s financial situation to help them meet their investment goals. PTCG may also serve as a sub-advisor to other registered advisors.
Assets Under Management$260M
Clients188
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Pring Turner may charge a lesser investment advisory fee, charge a flat fee, waive its minimum asset requirement, waive its fee entirely, or charge a fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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