Michael
Turner

Turner Capital Investments, LLC

CRD#5472928
Investment Advisor
in Austin, TX

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About this Advisor

Michael Turner is a financial advisor based in Austin, Texas, who has 15 years of relevant experience. Turner is currently employed by Turner Capital Investments, LLC. Throughout their career, they have worked at Turner Trends, Inc and Turner Capital Investments, LLC. Turner holds a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Arizona, California, Idaho, Minnesota, Nevada and Texas. Turner Capital Investments, LLC is a financial advisory firm based out of Austin, TX. The investment advisory business has offices in three locations and just four financial advisors. It administers $74 million in assets under management among its 463 client accounts, making it one of the smaller firms in the United States by assets under management. Of its 463 accounts, 40% belong to high-net-worth investors who have more than $1 million in assets available to invest. Turner Capital Investments, Llc provides portfolio management for individuals and small businesses. Financial management fee schedules largely depend on which services the firm provides the client. Fees billed by Turner Capital Investments, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

9442 Capital Of Texas Hwy N Arboretum Plaza One, Suite 500
Austin, TX 78759

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Turner Capital Investments, LLC Brokerage Details

Total Assets Under Management

$73,464,563

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

463

TX Average: 2,315
Average Account Size

$158,671

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Turner Work History

Michael has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Turner Capital Investments, LLC

1997 - Present (27 years)

Turner Trends, Inc

*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 Michael Turner 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

Keith Smith
Shady Shores, TX
Michael Turner
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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