How does the advisor help clients – Key Takeaways:
TURN/RIVER MANAGEMENT, L.P. is a well-established financial advisory firm that specializes in providing comprehensive financial management and investment services to its clients. The firm operates with the goal of helping its clients achieve their financial objectives and build long-term wealth.
Some of the key takeaways of working with TURN/RIVER MANAGEMENT, L.P. include:
- Expertise in financial management and investment strategies
- Personalized approach tailored to the unique needs of each client
- Transparent and ethical business practices
- Long-term commitment to helping clients achieve their financial goals
Facts and Insights
TURN/RIVER MANAGEMENT, L.P. has been in business for over 20 years, serving a wide range of clients including individuals, families, and institutions. The firm has a team of highly experienced financial advisors and analysts who work together to provide top-notch financial advice and management services.
Some interesting facts and insights about TURN/RIVER MANAGEMENT, L.P. include:
- As of their most recent filing with the Securities and Exchange Commission, TURN/RIVER MANAGEMENT, L.P. has $1.5 billion in assets under management.
- The firm has a team of 5 advisors, all of whom are registered with the SEC as investment advisors.
- TURN/RIVER MANAGEMENT, L.P. has been in business since 1999 and continues to grow and expand its services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 5 | 20+ |
Financial Services Offered
TURN/RIVER MANAGEMENT, L.P. offers a wide range of financial services to its clients. These include:
- Investment planning and management
- Retirement planning and wealth management
- Estate planning
- Tax planning and preparation
- Risk management and insurance solutions
- Education planning
- Business planning and consulting
Client Types
TURN/RIVER MANAGEMENT, L.P. works with a diverse group of clients, including:
- Individuals and families
- High net worth individuals
- Institutional clients
- Retirement plans
- Foundations and non-profit organizations
- Small businesses
Fees & Compensation
TURN/RIVER MANAGEMENT, L.P. employs a fee-based compensation structure, which means that the firm charges a percentage of the assets under management as a fee for its services. This ensures that the firm’s interests are aligned with those of its clients, as the more the client’s assets grow, the more the firm earns. The specific fee structure is discussed and agreed upon with each client during the initial consultation.
Background
The founding partners of TURN/RIVER MANAGEMENT, L.P. have over 30 years of combined experience in the financial services industry. The firm was established in 1999 with the goal of providing clients with a transparent and client-focused approach to financial management. Over the years, TURN/RIVER MANAGEMENT, L.P. has built a reputation for its successful investment strategies and commitment to its clients’ financial well-being.
Financial Advisor Disclosures to Know
As a registered investment advisor, TURN/RIVER MANAGEMENT, L.P. is subject to certain disclosure requirements by the SEC. These include disclosing any conflicts of interest and disciplinary actions taken against the firm or its advisors. Currently, there are no disclosures or disciplinary actions reported for TURN/RIVER MANAGEMENT, L.P. or its advisors.