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How does the advisor help clients – Key Takeaways:
TURNER FINANCIAL GROUP, INC. is a financial advisory firm that focuses on providing personalized and comprehensive financial services to its clients. Their team of financial experts work closely with clients to understand their unique financial goals and create customized strategies to help them achieve those goals.
Facts and Insights
With over 20 years of experience in the industry, TURNER FINANCIAL GROUP, INC. has established itself as a reliable and trusted financial partner for individuals and businesses. The firm prides itself on providing transparent and honest financial advice, putting the clients’ best interests first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
TURNER FINANCIAL GROUP, INC. offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and insurance services. Their team of experts has the knowledge and experience to address all aspects of their clients’ financial needs.
Client Types
TURNER FINANCIAL GROUP, INC. works with a diverse group of clients, including individuals, families, and businesses. They tailor their services to meet the specific needs of each client and provide ongoing support to ensure their financial goals are being met.
Fees & Compensation
TURNER FINANCIAL GROUP, INC. operates on a fee-only basis, meaning they are compensated solely by the fees paid by their clients. This ensures that they are not influenced by commissions or other incentives to recommend certain products or services. The firm believes in complete transparency when it comes to fees and works with clients to find a fee structure that is fair and appropriate for the services provided.
Background
TURNER FINANCIAL GROUP, INC. was founded by John Turner, a seasoned financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a highly reputable and successful financial advisory firm known for their personalized approach and exceptional service.
Financial Advisor Disclosures to Know
As a registered investment advisor, TURNER FINANCIAL GROUP, INC. is required to disclose any potential conflicts of interest that may arise in their advisory relationships with clients. They provide full disclosure of all fees, compensation, and potential conflicts of interest to ensure transparency and trust with their clients.