TURKEN INVESTMENTS LLC is a highly reputable financial firm that provides expert advice to its clients. With years of experience in the financial industry, TURKEN INVESTMENTS LLC has established itself as a trusted and reliable source for all types of financial needs.
How does the advisor help clients – Key Takeaways:
TURKEN INVESTMENTS LLC offers a wide range of financial services to its clients including investment management, retirement planning, tax planning, estate planning, and more. Their team of experienced advisors work closely with clients to understand their individual goals and create a personalized financial plan that meets their needs.
Facts and Insights
As of 2021, TURKEN INVESTMENTS LLC has over $100 million in assets under management and has a team of 10 advisors. The company has been in business for 20 years and has a proven track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $100 million | 10 |
Financial Services Offered
TURKEN INVESTMENTS LLC offers a variety of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
TURKEN INVESTMENTS LLC serves a diverse group of clients, including individuals, families, and businesses. They are committed to providing personalized and customized financial solutions to meet the unique needs of each client.
Fees & Compensation
Fees at TURKEN INVESTMENTS LLC are based on a percentage of assets under management, with rates varying depending on the types of services and investments utilized. They also offer fee-only services, ensuring that clients’ best interests are always the top priority.
Background
TURKEN INVESTMENTS LLC was founded in 2001 by John Turken, a highly experienced financial advisor with a passion for helping individuals and businesses achieve financial success. Under his leadership, the company has grown to become one of the most trusted financial firms in the industry.
Financial Advisor Disclosures to Know
TURKEN INVESTMENTS LLC operates with the utmost transparency and integrity. They are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest to clients. Additionally, all advisors are held to a strict code of ethics and strive to provide unbiased and sound financial advice at all times.