Analogous Investment Management is a registered investment advisor firm based in Seattle, Washington, founded and managed by Jeffrey Turner. The firm specializes in discretionary asset management, meaning Jeffrey Turner has the authority to buy and sell investments on your behalf based on your agreed-upon goals, risk tolerance, and time horizon. Portfolios may include individual stocks and bonds, exchange-traded funds, and mutual funds, constructed using modern portfolio theory and macroeconomic analysis. Analogous Investment Management focuses strictly on investment advisory services and does not offer standalone financial, tax, or legal planning, though clients may be given access to digital goal-tracking software for educational purposes. The firm generally works with individuals and high-net-worth clients, maintaining an account minimum of $500,000, and is legally required to act in your best interest as a fiduciary.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are 0.5% annually, paid quarterly in arrears, and may be negotiable at the firm's discretion.