Turn8 Private Wealth Fees & Minimum

Overview

Total Firm Assets: $350 million
Average High-Net-Worth Client Portfolio Size: $0.5 million

Fee Disclosure

Source: ADV PART 2A (2026-05-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	0.85%
$1,000,001	$2,000,000	0.65%
$2,000,001	$5,000,000	0.50%
$5,000,001	$10,000,000	0.35%
$10,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,500	1.05%
$5 million	$32,000	0.64%
$10 million	$49,500	0.50%
$50 million	$169,500	0.34%
$100 million	$319,500	0.32%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 18.05%
Number of High-Net-Worth Clients: 129
Total Client Accounts: 1,123
Discretionary Accounts: 1,123

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles

Regulatory Filings

SEC CRD Number: 167608

ADV PART 2A (2026-05-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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