Topturn Capital offers investment management, wealth management, and financial planning services. Topturn manages assets on both a discretionary and non-discretionary basis. Financial planning services include business planning, investment, insurance, retirement, education, estate planning, tax mitigation planning, and cash flow needs. Topturn primarily allocates client assets among independent investment managers, exchange-traded funds, and individual debt and equity securities.
Assets Under Management$180M
Clients122
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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