Michael Turi is a CFP-designated registered investment advisor at Upbeat Wealth, based in New Orleans, LA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 19 clients with $15M 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 | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fee Estimator
Contact
Michael Turi
Location
New Orleans, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns multiple real estate properties and is a member/manager of several real estate-related LLCs, dedicating minimal time to each. He also coaches lacrosse at Isidore Newman School.
Employment History
Current Registrations
Upbeat Wealth
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations4 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.
Exams