Turpin and Associates is an independent investment management firm that provides ongoing portfolio management and personalized investment advice. The firm helps clients build diversified portfolios using cash, bonds, stocks, exchange-traded funds, and mutual funds tailored to their specific financial goals and circumstances. In addition to continuous portfolio supervision, Turpin and Associates offers targeted financial advisory services on an as-needed basis, including cash flow planning, retirement needs analysis, tax-efficient distribution strategies, estate planning, employee benefits planning, insurance reviews, annuity reviews, and education planning. The firm primarily serves individuals, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and pension plans. Turpin and Associates operates as a fee-only investment advisor, charging management fees based on a percentage of the assets under management.
Fee Structure
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% |
Fees and account sizes are subject to negotiation and may differ based on asset amounts and supplemental services.