White Turf Financial manages investment portfolios and offers financial planning services. Portfolio management is provided on a non-discretionary basis, requiring client authorization for any changes. Financial planning is offered on a project basis or ongoing, covering areas like retirement, risk management, college savings, and estate planning. The firm tailors its services to individual client needs and allows reasonable restrictions on investments.
Assets Under Management$18M
Clients25
Advisors1
Avg. per Client$710K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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