Turner Financial offers wealth management services, including investment management and financial planning. They develop personalized investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Clients grant Turner Financial authority to make trades without asking first. Turner Financial also offers financial planning services, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning. They also provide retirement plan consulting services to employer plan sponsors.
Assets Under Management$5M
Clients26
Advisors1
Avg. per Client$190K
Avg. per Advisor$5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.3M | 0.80% |
| $1.3M - $1.5M | 0.70% |
| $1.5M - $1.8M | 0.60% |
| $1.8M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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