MT
MT

Michael Turner

17 Years of Experience
Austin, TX

Michael Turner is a registered investment advisor at Turner Capital Investments, LLC, based in Austin, TX, with 17 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 716 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
716 clients
Average Client Portfolio
$179K average
Assets Under Management
$127.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M2.00%
$2.5M - $5.0M1.50%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

9442 Capital of Texas Hwy N, Arboretum Plaza One, Suite 500, Austin, TX, 78759

Get directions

History

Regulatory History
Clean regulatory record

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 the President of Turner Enterprises, Inc., providing technical signals and working as a software design architect, dedicating about 10-20% of his time. He is also the President of THOMAS MEYER INVESTMENT MANAGEMENT, LLC, providing investment advisory services and managing accounts, dedicating nearly full-time hours during trading hours.

Employment History
Current Registrations
Turner Capital Investments, LLC
April 2008 - Present · 18 yrs
Previous Registrations
Legacy Wealth Management, LLC
January 2023 - March 2023 · 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.