Aaron Geoffrey Turner

Fee-Only (% of Portfolio)Fixed/Hourly

Aaron G. Turner Registered Investment Advisor offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Aaron G. Turner discusses investment goals with clients and implements an investment strategy best suited to their specific situation. Aaron G. Turner may request authority to make trades without asking first.

Assets Under Management$76M
Clients140
Advisors1
Avg. per Client$540K
Avg. per Advisor$76M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees are based on an agreed-upon annual percentage of the value of your portfolio.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm