TURNING POINT PLANNING LLC: A Trusted and Experienced Financial Advisory Firm
Turning Point Planning LLC is a highly respected financial advisory firm that has been helping clients achieve their financial goals for over 15 years. Led by a team of skilled and knowledgeable advisors, the company provides personalized financial planning and investment management services to individuals, families, and businesses.
H2: How Does the Advisor Help Clients – Key Takeaways:
– Turning Point Planning LLC provides comprehensive financial planning and investment management services to clients.
– The firm takes a personalized approach, tailoring its services to each client’s unique financial situation and goals.
– The advisors at Turning Point Planning LLC are highly qualified and experienced, with a deep understanding of financial markets and strategies.
– The firm is committed to helping clients achieve their financial goals and navigate any market fluctuations or life events that may arise.
H2: Facts and Insights:
– Founded in 2005, Turning Point Planning LLC has been in business for over 15 years.
– The company is based in New York City and serves a diverse clientele nationwide.
– According to its latest Form ADV filed with the Securities and Exchange Commission (SEC), Turning Point Planning LLC has approximately $500 million in Assets Under Management (AUM) as of December 2020.
– The firm has a team of 10 advisors, each with their own areas of expertise and specialties.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2005 | 10 | $500 million |
H2: Financial Services Offered:
Turning Point Planning LLC offers a wide range of financial services to its clients. These include:
– Wealth management and investment planning
– Retirement planning
– Insurance and risk management
– Tax planning and preparation
– Estate planning
– Education planning
– Business planning and consulting
– Charitable giving and gifting strategies
– Executive compensation and employee benefits
H2: Client Types:
Turning Point Planning LLC serves a diverse group of clients, including:
– Individuals and families seeking comprehensive financial planning and investment management services.
– High-net-worth individuals and families with complex financial situations and goals.
– Business owners and entrepreneurs looking for strategic financial planning and business consulting.
– Non-profit organizations and foundations in need of fiduciary services and investment management.
– Corporate executives and employees seeking strategic financial planning and executive benefits guidance.
– Pre-retirees and retirees looking to create a comprehensive retirement plan.
H2: Fees & Compensation:
Turning Point Planning LLC charges a fee based on a percentage of AUM for its investment management services. The exact fee is determined on a case-by-case basis, depending on the complexity and size of the client’s portfolio. The firm may also charge additional fees for financial planning and consulting services.
H2: Background:
The team at Turning Point Planning LLC has a strong background in financial services and wealth management. With decades of combined experience, the advisors at the firm have helped numerous clients achieve their financial goals and navigate various market conditions. The company’s transparent and client-focused approach has earned it a reputation as a trusted and reliable financial advisory firm.
H2: Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), Turning Point Planning LLC is required to disclose certain information to clients and regulators. These disclosures may include any disciplinary actions taken against the firm or its advisors, conflicts of interest, and potential risks associated with its investment strategies. Interested clients can find full disclosure information on the SEC’s website or by contacting the firm directly.
In conclusion, Turning Point Planning LLC is a highly reputable and experienced financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a skilled team of advisors and a client-focused approach, the company has built a strong reputation as a trusted partner in the financial success of its clients. Contact Turning Point Planning LLC today to learn more about how their services can benefit you.