Turret Investments provides ongoing investment advice tailored to individual client needs. The firm develops a personal investment policy based on client goals and manages portfolios accordingly. Turret's strategy includes investing in IPOs and new issues, which are considered speculative and suitable only for clients with high risk tolerance.
Assets Under Management$100M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Turret Investments charges a performance-based fee equal to 50% of net profits from sales of new issues. There are no additional fees based on the value of your portfolio. This fee is negotiable. Net losses are carried forward and must be recouped from future trading profits before a performance fee is paid.
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