Turner Wealth Advisory provides investment advice and financial planning to individuals, high net worth individuals, and trusts. Services include reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also offer financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization. Turner Wealth Advisory uses Savant Wealth Management for portfolio management and other services.
Assets Under Management$90M
Clients89
Advisors2
Avg. per Client$1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Savant Wealth Management’s fees are included in Turner Wealth Advisory’s total fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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