Trudy Turner is a CFP, PFS-designated registered investment advisor at United Capital Financial Advisors, based in Irving, TX, with 13 years of industry experience. Trudy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
125 E. John Carpenter Freeway, Suite 1200, Irving, TX, 75062
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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
Trudy is a board member at The Parkland Foundation, dedicating minimal time to reviewing investment manager performance since 2007. She also instructs in the Personal Financial Planning program at Southern Methodist University, also dedicating minimal time since 2019.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Robertson, Griege & Thoele, Financial Advisors
Rench & Muir Financial Advisors INC
State Registrations1 state
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