How does the advisor help clients – Key Takeaways:
As a leading financial company, TURNMARK CAPITAL LLC prides itself on providing expert financial advice to its clients. With years of experience and a team of seasoned advisors, they serve as a valuable resource for clients seeking to reach their financial goals.
Facts and Insights
TURNMARK CAPITAL LLC was established in 2010 and has been in business for over a decade. The company has over $500 million in assets under management and is currently serving over 500 clients.
The company has a team of 10 advisors, each with a specialized area of expertise, to provide comprehensive financial services to their clients. With a retention rate of over 90%, TURNMARK CAPITAL LLC prides itself on building long-lasting relationships with its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 10 years |
Financial Services Offered
TURNMARK CAPITAL LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Risk management
- Education planning
Client Types
The company caters to a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
TURNMARK CAPITAL LLC operates on a fee-only structure, meaning that they only receive compensation from their clients and do not earn commissions on financial products. This ensures that their advice is unbiased and in the best interest of the client. The company charges a percentage of assets under management as their fee, with rates varying depending on the size and complexity of the client’s portfolio.
Background
The team at TURNMARK CAPITAL LLC has a collective experience of over 50 years in the financial industry. Each advisor is required to hold at least one industry certification, and the company encourages ongoing education and training to stay up-to-date with industry developments. This expertise allows the advisors to provide high-quality financial advice to their clients.
Financial Advisor Disclosures to Know
All financial advisors at TURNMARK CAPITAL LLC are required to adhere to the industry’s strict code of ethics and are registered with the Securities and Exchange Commission (SEC). The company also discloses any potential conflicts of interest to their clients, ensuring transparency in their services.