Overview
- Headquarters
- Alamo, CA
- Total Firm Assets
- $297 million
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: PRING TURNER FORM ADV PART 2A BROCHURE (2026-09-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,500,000 | 1.00% |
| $1,500,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | and above | 0.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $44,500 | 0.89% |
| $10 million | $79,500 | 0.80% |
| $50 million | $359,500 | 0.72% |
| $100 million | $709,500 | 0.71% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 81.19%
- Number of High-Net-Worth Clients
- 74
- Total Client Accounts
- 520
- Discretionary Accounts
- 518
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 110931
- PRING TURNER FORM ADV PART 2A BROCHURE (2026-09-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗