Turning Point Financial manages investment portfolios for individuals, investment companies, pension and profit-sharing plans, trusts, and corporate and business entities. TPF aims to protect client assets and ensure long-term growth. They allocate investments among mutual funds, exchange traded funds, and separate account managers. They also provide financial planning services, including retirement, asset allocation, budgeting, insurance, estate, and tax planning. These planning services are typically included for investment management clients.
Assets Under Management$88M
Clients150
Advisors1
Avg. per Client$590K
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Turning Point Financial reserves the right to charge Clients less than the stated asset management maximum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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