How does the advisor help clients – Key Takeaways:
When looking for a financial advisor, clients want someone who can provide expert advice and guide them towards making sound financial decisions. Turning Point Financial, Inc. is a highly reputable firm that has been serving clients for years, with a team of experienced and knowledgeable financial experts.
Here are the key takeaways on how Turning Point Financial, Inc. helps its clients:
- Provides personalized financial advice tailored to each client’s unique needs.
- Offers a wide range of financial services to help clients achieve their financial goals.
- Works with various client types, including individuals, families, and businesses.
- Charges transparent and competitive fees, ensuring clients get the best value for their money.
Facts and Insights
To understand the success and impact of Turning Point Financial, Inc., it is essential to look at some key figures and insights that provide a glimpse into the firm’s operations and success:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
Turning Point Financial, Inc. offers a wide range of financial services to cater to various client needs. These services include:
- Investment management and planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
Turning Point Financial, Inc. works with clients from various backgrounds and with diverse financial needs. The firm’s client types include:
- Individuals
- Families
- Small businesses
- Corporate executives
- High net worth individuals
- Non-profit organizations
Fees & Compensation
As an independent firm, Turning Point Financial, Inc. is committed to providing transparent and competitive fee structures for its clients. The firm’s fees and compensation are based on the services provided and the level of assets under management.
Clients can expect to pay a percentage of assets under management as an advisory fee, which can range from 0.50% to 1.50%. For financial planning services, the firm charges an hourly rate ranging from $200 to $400.
Background
Founded in 2009, Turning Point Financial, Inc. has quickly established itself as a leading financial advisory firm. Its team of advisors has decades of combined experience, and many hold advanced degrees and professional certifications in finance, accounting, and tax planning.
The firm is committed to providing personalized and unbiased financial advice to help clients make informed decisions and achieve their financial goals.
Financial Advisor Disclosures to Know
As a responsible and reputable firm, Turning Point Financial, Inc. is committed to providing full transparency to its clients. Here are some key disclosures to be aware of when working with the firm:
- Registered with the Securities and Exchange Commission (SEC) as an investment advisor.
- Employees may act as registered representatives of a broker-dealer, meaning they may sell securities on a commission basis.
- Advisors may receive commissions or referral fees from third parties for recommending certain financial products or services.
- The firm has no disclosures of legal or disciplinary actions.
In conclusion, Turning Point Financial, Inc. is a trusted and reputable financial advisor that helps clients achieve their financial goals through personalized and expert advice. With a transparent fee structure and a wide range of financial services, the firm is committed to providing the best possible value for its clients’ money. Contact Turning Point Financial, Inc. today to see how they can help you achieve your financial dreams.