Turnbull Financial Services (TFS) offers investment advice to individuals, high net worth individuals, trusts, and estates. TFS creates customized investment strategies based on your goals, risk tolerance, and financial situation. TFS typically uses low-cost, diversified mutual funds and exchange-traded funds (ETFs) through an independent investment management platform, Orion. TFS may recommend unaffiliated investment managers on the Orion platform. The total fee will not exceed 2.50% annually.
Assets Under Management$3.7M
Clients15
Advisors1
Avg. per Client$240K
Avg. per Advisor$3.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. The total blended fee, including Turnbull Financial Services' fee, the Independent Managers’ fees and Orion platform fees shall not exceed 2.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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