Turner Financial Group (TFG) provides financial planning and asset management services. Financial planning includes concierge and comprehensive planning, covering areas like retirement, cash flow, and tax planning. Asset management involves creating and managing investment portfolios based on client goals and risk tolerance. TFG also offers sub-advisory services to other investment advisors. TFG may recommend third-party money managers and receives referral fees for doing so.
Assets Under Management$170M
Clients528
Advisors8
Avg. per Client$320K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
These fees apply to legacy, grandfathered, and select DBA accounts. Fees are negotiable and may not exceed 2% annually for other accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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