Turpin and Associates Inc. is an independent investment management firm offering ongoing investment advice and portfolio management. This includes deciding how to allocate investments among cash, bonds, stocks, exchange-traded funds, and mutual funds, and selecting specific investments to diversify and meet client goals. Turpin and Associates Inc. also provides financial advisory services on an as-needed basis, including cash flow planning, retirement needs analysis, tax strategies, estate planning, employee benefits, insurance reviews, and education planning.
Assets Under Management$6.3M
Clients35
Advisors2
Avg. per Client$180K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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