Andrew
Turner

Hidden Cove Wealth Management

CRD#7148796
Investment Advisor
in Bainbridge Island, WA

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About this Advisor

Andrew Turner is a financial advisor based in Bainbridge Island, Washington with a total of 1 year of relevant experience. Turner is an advisor for Hidden Cove Wealth Management. Over the course of their career, Turner has held roles at University Of Washington Ima, Wild Waves Theme And Water Park, Michael Appleby Campaign For 41St Legislative District Pos. 2, University Of Washington, Bellarmine Preparatory School, Continuant, Penn Mutual Life Insurance Company, Hornor, Townsend, And Kent, LLC, Royal Alliance and Hidden Cove Wealth Management. Turner has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Hidden Cove Wealth Management is a registered investment company operating out of Bainbridge Island, WA. It handles $205 million in total assets across its 762 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 762 customer accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets. Hidden Cove Wealth Management provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which services are provided. However, fee types charged by Hidden Cove Wealth Management likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

249 Winslow Way East Suite 100
Bainbridge Island, WA 98110

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Hidden Cove Wealth Management Brokerage Details

Total Assets Under Management

$204,991,546

WA Average: $3,566,627,242
Total Number of Employees

8

WA Average: 46
Total Number of Accounts

762

WA Average: 1,499
Average Account Size

$269,018

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Andrew Turner Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hidden Cove Wealth Management

2020 - Present (4 years)

Royal Alliance

2019 - Present (5 years)

Penn Mutual Life Insurance Company

2019 - 2019 (< 1 year)

Continuant

2019 - 2020 (1 year)

Hornor, Townsend, And Kent, LLC

2018 - 2019 (1 year)

University Of Washington Ima

2018 - 2018 (< 1 year)

Michael Appleby Campaign For 41St Legislative District Pos. 2

2015 - 2019 (4 years)

University Of Washington

2014 - 2017 (3 years)

Wild Waves Theme And Water Park

2011 - 2015 (4 years)

Bellarmine Preparatory School

*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 Andrew 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 Hidden Cove Wealth Management

Jordan Bingham
Bainbridge Island, WA
David Beck
Bainbridge Island, WA
Andrew Turner
Bainbridge Island, WA
Ashley Goggins
Bainbridge Island, WA
Shane Dir
Bainbridge Island, WA
Ron Elzig
Bainbridge Island, WA
Jonathan Magee
Bainbridge Island, WA
Chad Bearden
Bainbridge Island, WA

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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