Turner Capital Investments, LLC

Fee-Only (% of Portfolio)

Turner Capital Investments is a registered investment adviser based in Austin, Texas, that has been providing investment management services since 2007. The firm specializes in actively managed, market-directional strategies that focus exclusively on stocks and exchange-traded funds. Clients select from a variety of distinct strategies, ranging from non-leveraged index tracking to leveraged and inverse exchange-traded fund strategies, designed to capture market trends. Turner Capital Investments takes a focused, non-diversified approach to asset allocation, meaning portfolios are concentrated rather than spread across multiple asset classes like bonds or mutual funds. The firm has discretionary authority to execute trades within client accounts based on the chosen strategy and monitors portfolios daily. Turner Capital Investments primarily serves affluent individuals, corporations, and other business entities. The firm also acts as a sub-advisor to other registered investment advisers by providing buy and sell signals based on its proprietary strategies. Clients maintain ownership of their assets, which are held independently at Charles Schwab & Co.

Assets Under Management$110M
Clients337
Advisors3
Avg. per Client$320K
Avg. per Advisor$36M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M2.00%
$2.5M - $5.0M1.50%
$5M+1.00%

Fees are non-negotiable and apply to total household assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm