Turbo-Calc manages the assets of a limited partnership called Rama, L.P. which is closed to new investors. Turbo-Calc also manages three individual accounts. Turbo-Calc makes investment decisions for these accounts based on the client's goals and risk tolerance. Clients can place some restrictions on the types of investments Turbo-Calc makes. Turbo-Calc does not offer wrap fee programs.
Assets Under Management$1M
Clients4
Advisors1
Avg. per Client$250K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Turbo-Calc does not charge a management fee based on the value of your portfolio. Instead, Turbo-Calc charges a performance fee of 20% of new profits in the account. This means Turbo-Calc only gets paid if the account makes money above any previous losses. This fee is paid annually or upon withdrawal from the account.
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