Keith
Smith
Turner Capital Investments, LLC
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About this Advisor
Keith Smith is a financial advisor operating in Shady Shores, Texas who has 6 years of industry experience. Smith currently works for Turner Capital Investments, LLC. Throughout their career, they have worked at Hub International Group, Turner Capital Investments, LLC and Benevestors. Smith maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Turner Capital Investments, LLC is a financial advisory business that has its headquarters in Austin, TX. It has offices in three locations and just four advisors. It handles $74 million in total assets among its 463 accounts, placing it among the smaller firms in the United States by assets under management. Of its 463 accounts, 40% are held by high-net-worth clients who have greater than $1 million in assets. The business provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which services are provided. However, fees billed by Turner Capital Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Turner Capital Investments, LLC Brokerage Details
$73,464,563
4
463
$158,671
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Keith Smith Work History
Keith has been registered as a financial advisor for 6 years.*
Hub International Group
Turner Capital Investments, LLC
Benevestors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keith Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turner Capital Investments, LLC
Shady Shores, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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