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How does the advisor help clients – Key Takeaways:
TURNING POINT ADVISORS, LLC is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive strategies. The firm provides a wide range of financial services, including investment management, retirement planning, and insurance solutions. The team of advisors at TURNING POINT ADVISORS, LLC is highly skilled and experienced in guiding clients towards financial success.
Facts and Insights
TURNING POINT ADVISORS, LLC has been in business for over 15 years, serving clients in the United States. The firm is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor, adhering to strict regulatory standards and providing transparency to clients. As of 2020, the firm manages over $500 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 8 |
Financial Services Offered
TURNING POINT ADVISORS, LLC offers a broad range of financial services to cater to the diverse needs of its clients. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
- Wealth Transfer Strategies
Client Types
The team at TURNING POINT ADVISORS, LLC works with a variety of clients, including individuals, families, and business owners. They have expertise in assisting high-net-worth individuals and professionals from various industries, such as healthcare, technology, and legal services. The firm also serves corporate retirement plans and foundations.
Fees & Compensation
TURNING POINT ADVISORS, LLC operates on a fee-based compensation model, meaning they earn fees based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the more the clients’ assets grow, the more the firm earns. The firm is committed to providing transparent and fair pricing for all its services, and clients can expect full disclosure of all fees and potential conflicts of interest.
Background
The team of advisors at TURNING POINT ADVISORS, LLC has several years of combined experience in the financial industry. They maintain strong relationships with their clients, built on trust and personalized service. The firm’s mission is to help clients achieve their financial goals and navigate the complex world of finance with confidence and peace of mind.
Financial Advisor Disclosures to Know
As a registered investment advisor, TURNING POINT ADVISORS, LLC is required to adhere to all SEC regulations, including disclosing any potential conflicts of interest or past disciplinary issues. The firm has a clean regulatory history, with no disciplinary disclosures.