Derek Lee is a CFP-designated registered investment advisor at Topturn Capital, LLC, based in Clovis, CA, with 12 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 122 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Topturn may negotiate to charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
Clovis, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Derek owns rental real estate property since 2013, but spends no time on it. He also operates under the DBA EECU Member Investment Services for his LPL business.
Employment History
Current Registrations
Topturn Capital, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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