Turn8 Private Wealth provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Turn8 creates an Investment Policy Statement (IPS) for each client to guide investment decisions. Turn8 generally invests in mutual funds, equities, bonds, ETFs, hedge funds, and other securities to diversify portfolios. Turn8 also acts as a subadvisor to other advisors.
Assets Under Management$280M
Clients280
Advisors1
Avg. per Client$1M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Advisory fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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