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How does the advisor help clients – Key Takeaways:
In order to provide the best financial services, Turning Point financial advisors utilize their expertise and experience to help clients manage their wealth, plan for the future, and reach their financial goals. Through personalized strategies and ongoing communication, the advisors at Turning Point Financial aim to empower their clients and guide them towards making informed financial decisions.
Facts and Insights:
Turning Point Financial has been in business for over 20 years and has gained a strong reputation for its exceptional financial advisory services. The firm currently has over $500 million in assets under management and is supported by a team of highly qualified and experienced advisors. In addition, Turning Point Financial has a diverse range of clients, including high net worth individuals, families, and small businesses.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered:
Turning Point Financial offers a wide range of financial services to meet the diverse needs of its clients. This includes investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides educational resources and personalized guidance to help clients make well-informed decisions about their financial future.
Client Types:
As a leading financial advisory firm, Turning Point Financial caters to a variety of clients, including high net worth individuals, families, and small businesses. The firm’s advisors have the knowledge and expertise to understand the unique financial needs and goals of each client and provide tailored solutions to meet their specific needs.
Fees & Compensation:
Turning Point Financial operates on a fee-based model, which means that the firm charges a percentage of the client’s assets under management as their compensation. This fee structure ensures that the firm’s advisors are aligned with their clients’ interests and help them grow their wealth over time.
Background:
Turning Point Financial was founded by a team of experienced financial advisors who shared a passion for helping individuals and families achieve financial success. With a client-centric approach, the firm has become a trusted partner for individuals and businesses seeking expert financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Turning Point Financial is required to disclose certain information to its clients. This includes any conflicts of interest, fees and expenses, and disciplinary actions taken against the firm or its advisors. The firm takes these disclosures seriously and is committed to providing transparent and ethical financial services to its clients.