Turning Point Advisors provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Turning Point Advisors creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Turning Point Advisors generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Fee Structure
Turning Point Advisors offers several investment options with different fee structures:
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Long Haul Portfolio & Traditional Equity and Balanced Portfolios:
- 1.00% annually on the first $1,000,000 of your portfolio
- 0.75% annually on the next $2,000,000 (assets between $1,000,001 and $3,000,000)
- 0.50% annually on the next $2,000,000 (assets between $3,000,001 and $5,000,000)
- 0.25% annually on the next $5,000,000 (assets between $5,000,001 and $10,000,000)
- 0.10% annually on assets over $10,000,000
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Fast Cars Portfolios:
- 1.50% annually on the first $5,000,000 of your portfolio
- 1.00% annually on the next $5,000,000 (assets between $5,000,001 and $10,000,000)
- 0.50% annually on assets over $10,000,000
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Classic Cars Portfolios:
- For a 75% Equities / 25% Hedged Allocation: 0.45% annually on the equities portion and 0.10% annually on the hedged portion for assets up to $10,000,000. For assets over $10,000,000, the fee on the equities portion may be 0.45% or less, while the hedged portion remains at 0.10%.
- For a 100% Hedged Allocation: 1.50% annually on the first $5,000,000, 1.00% annually on the next $5,000,000 (assets between $5,000,001 and $10,000,000), and 0.50% annually on assets over $10,000,000.