Turloff Financial Consulting provides personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Turloff Financial Consulting is a fee-only firm and does not sell commissioned products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.30% |
The minimum quarterly fee is $750. If a client is accepted with less than $500,000 in assets under management and is subject to our minimum quarterly fee of $750, the client’s effective fee rate will exceed the 0.60% noted above. Turloff Financial Consulting, Inc, at its sole discretion, may waive or reduce its minimum fee requirement and/or charge a lesser advisory fee based upon certain criteria.