Turner Financial Group manages investment portfolios and provides personalized financial planning services for individuals, families, and businesses. Turner Financial Group offers both discretionary and non-discretionary investment management, building portfolios designed for growth or principal preservation. Additionally, Turner Financial Group provides comprehensive and concierge financial planning, covering retirement, cash flow, taxes, and estate planning, as well as an optimization service to help clients manage employer-sponsored retirement accounts. The firm operates several office locations under different trade names and may utilize third-party money managers or sub-advisors to assist with client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.