PRING TURNER
Pring Turner is a financial firm that provides expert financial advice to clients. With years of experience in the industry, they have established themselves as a go-to source for all things related to personal finance. Their team of advisors possess a deep understanding of the financial markets and are dedicated to helping clients achieve their financial goals.
Pring Turner offers a wide range of financial services to cater to the unique needs of each client. They provide top-notch financial solutions that are tailored to the individual needs of each client. Their expert advice helps clients make informed decisions and achieve financial success.
How does the advisor help clients – Key Takeaways:
-Pring Turner is dedicated to helping clients make informed financial decisions.
-Their team of advisors possess a deep understanding of the financial markets.
-They offer a wide range of financial services to cater to the unique needs of each client.
Facts and Insights
Pring Turner has been in the business for over 30 years, providing expert financial advice to clients. As of 2021, they have over $1 billion in assets under management and are proud to have a team of 10 experienced advisors.
This team of advisors is well-versed in all aspects of personal finance, from retirement planning to investment management. Their expertise and insights have helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established: | 1988 |
|---|---|
| Assets Under Management: | $1 billion (as of 2021) |
| Number of Advisors: | 10 |
Financial Services Offered
-Retirement planning
-Investment management
-Tax planning and preparation
-Estate planning
-Risk management
Client Types
-Individuals
-Families
-Small business owners
-High net-worth individuals
Fees & Compensation
Pring Turner operates on a fee-only basis, meaning they do not receive commissions or compensation from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management.
Background
Founded in 1988 by Robert C. Pring and Paul Turner, Pring Turner has been providing expert financial advice for over 30 years. The firm is based in Walnut Creek, California and has built a strong reputation for its personalized financial solutions and exceptional client service.
Financial Advisor Disclosures to Know
Pring Turner is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients and are held to a higher standard of care.
Additionally, all advisors at Pring Turner are required to disclose any potential conflicts of interest, ensuring transparency in their recommendations.