Turgeon & Co offers investment advice to individuals and families, helping them pursue long-term financial goals. Services include investment portfolio management, asset allocation, investment selection, financial planning, and ongoing portfolio monitoring. The firm primarily uses model portfolios emphasizing diversification and low-cost investments, but can customize portfolios based on client needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Actual advisory fees may be lower than the maximum rates listed above and are subject to negotiation on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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