Turken Investments offers investment management services, constructing portfolios based on individual client needs, financial goals, risk tolerance, and financial ability to handle investment risk. They also provide financial planning services, helping clients define goals, understand their financial circumstances, and implement steps to achieve those goals. Planning may cover cash flow, risk management, college savings, taxation, and estate planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.30% |
| $6M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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