How does the advisor help clients – Key Takeaways:
TURNER CAPITAL INVESTMENTS, LLC serves as a financial expert for individuals and organizations seeking to grow their wealth and secure their financial future. While the company does not explicitly state itself as a financial expert, its commitment to providing comprehensive financial services and its long-standing reputation in the industry speak for itself.
Facts and Insights:
Founded in 1999, TURNER CAPITAL INVESTMENTS, LLC has been in the business of managing assets and creating financial plans for over two decades. The company is made up of a team of highly skilled financial advisors, who are committed to helping their clients achieve their financial goals.
Below are the publicly available numbers for the tables:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 15 | 22 years |
Financial Services Offered:
TURNER CAPITAL INVESTMENTS, LLC offers a wide range of financial services, including investment management, financial planning, retirement planning, and estate planning. The company takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation and goals.
Client Types:
The company caters to individuals, families, and institutions of all sizes. No matter the client’s net worth or financial goals, TURNER CAPITAL INVESTMENTS, LLC is committed to providing personalized and comprehensive financial services.
Fees & Compensation:
TURNER CAPITAL INVESTMENTS, LLC operates on a fee-based compensation structure, which means the company’s revenue comes from a percentage of the assets it manages for clients. This ensures that the company’s interests are aligned with its clients’ as they both benefit from the growth of the client’s portfolio.
Background:
TURNER CAPITAL INVESTMENTS, LLC was founded by John Turner, a highly experienced financial advisor with over 30 years in the industry. Under his leadership, the company has grown to become a trusted and reputable financial advisor, with a team of highly qualified and experienced advisors.
Financial Advisor Disclosures to Know:
As a registered investment advisor, TURNER CAPITAL INVESTMENTS, LLC is dedicated to providing transparent and ethical practices. The company’s advisors are required to disclose any conflicts of interest or potential risks to clients, ensuring open communication and trust in the client-advisor relationship.