Turner Capital Investments Fees & Minimum

Overview

Headquarters: Austin, TX
Total Firm Assets: $107 million
Average High-Net-Worth Client Portfolio Size: $0.4 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: FIRM BROCHURE (2026-07-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	2.00%
$2,500,001	$5,000,000	1.50%
$5,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$87,500	1.75%
$10 million	$137,500	1.38%
$50 million	$537,500	1.08%
$100 million	$1,037,500	1.04%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 55.12%
Number of High-Net-Worth Clients: 143
Total Client Accounts: 337
Discretionary Accounts: 337

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 146134

FIRM BROCHURE (2026-07-24) (fee schedule source) · View brochure text

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

Frequently Asked Questions

What fees does Turner Capital Investments, LLC disclose?

Is Turner Capital Investments, LLC a fiduciary?

Where is Turner Capital Investments, LLC located?

How many clients does Turner Capital Investments, LLC have?

What services does Turner Capital Investments, LLC offer?

How much does Turner Capital Investments, LLC manage?

What types of clients does Turner Capital Investments, LLC serve?