Turnstone Financial helps individuals, high-net-worth individuals, businesses, and charities by selecting and overseeing third-party investment managers. These managers may invest in various assets like mutual funds, bonds, stocks, and exchange-traded funds. Turnstone Financial acts in your best interest and discloses any potential conflicts of interest.
Assets Under Management$150M
Clients96
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.45% |
The amount paid to the third party manager will generally be between 0.20% - 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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