Wendy Turk
Wendy Turk is a registered investment advisor at The Wealthgarden F.S. LLC, based in Los Angeles, CA, with 15 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 223 clients with $180M 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 - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. Total fees collected will not exceed 3% of assets under management per year.
Fee Estimator
Location
Los Angeles, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Wendy is an insurance agent since 2011, selling life, health, disability, and long-term care insurance, dedicating a few hours per week. She also serves on the Board of Directors for Airport Marina Counseling Services, spending minimal time attending meetings and serving on a committee.
Employment History
Current Registrations
The Wealthgarden F.S. LLC
Previous Registrations
LPL Financial LLCBroker
Gerber Kawasaki Wealth & Investment Management
Sagepoint Financial, INC.Broker
State Registrations2 states
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.