Topturn Capital manages investment portfolios and provides comprehensive wealth management, financial planning, and consulting services. Topturn Capital tailors its advisory services to each client's individual needs and risk tolerance. The firm primarily allocates client assets among independent managers, exchange-traded funds, and individual stocks and bonds. Additionally, Topturn Capital provides advice on employer-sponsored retirement plans, variable annuities, and 529 college savings plans. The firm specializes in helping clients with complex financial situations, including business planning, retirement, insurance, education, estate planning, and tax mitigation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as anticipated future earnings, additional assets, account composition, and related accounts.