Turning Point Financial Advisory offers investment advisory and financial planning services. Turning Point manages portfolios using a tactical allocation strategy, aiming to reduce risk and increase performance. They use various securities, including stocks, bonds, mutual funds, and ETFs. Turning Point also offers financial planning services, including retirement planning, tax optimization, and estate planning. Turning Point tailors its advisory services to its client’s individual needs.
Assets Under Management$550K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$550K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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