Turner Capital Investments (TCI) is a registered investment advisor based in Austin, Texas. TCI offers investment advisory services based on specific strategies selected by the client. TCI reviews the client’s financial situation, goals, and risk tolerance to assist the client in selecting a strategy that fits their financial goals. TCI's strategies are generally non-diversified, focusing on stocks and ETFs. TCI also serves as a sub-advisor to other registered investment advisors.
Assets Under Management$130M
Clients716
Advisors3
Avg. per Client$180K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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