Turrentine Financial Services (TFS) offers investment management and financial planning services to individuals, high net-worth individuals, and businesses. TFS develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. TFS is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $120K | 1.75% |
| $120K - $400K | 1.50% |
| $400K - $800K | 1.25% |
| $800K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000. For clients with more than $120,000, TFS offers combined investment management and ongoing financial planning, with fees following the asset management fee schedule.