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, working with Hidden Cove Wealth Management. Andrew has previously held positions 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. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Andrew is part of Hidden Cove Wealth Management, which operates out of Bainbridge Island, Washington. The firm has 7 employees and manages assets totaling $252.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hidden Cove Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

$252,904,408

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

7

WA Average: 46
Total Number of Accounts

839

WA Average: 1,499
Average Account Size

$301,436

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

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

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
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 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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