Michael Turner is a CFA-designated registered investment advisor at Alpha Capital Management, based in Austin, TX, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 432 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Accounts holding $1 million or more are assessed a fee lower than 1% at a negotiated level.
Fee Estimator
Location
5407 Parkcrest Drive, 2nd Floor, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a minority shareholder in a coffee shop called Zebo, LLC since 2002. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Alpha Capital Management
Previous Registrations
Imst Distributors, LLCBroker
Grand Distribution Services, LLCBroker
Salomon Smith Barney INC.Broker
Salomon Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.