Turner Capital has five Portfolio Strategies.  Clients can follow one or more of these strategies in a managed account structure.  For each client, there will be one account per portfolio strategy per type of capital (e.g., Roth, IRA, Trust, Joint Tennent, etc.)

The required total family aggregate minimum amount of capital to work with Turner Capital is $250,000.  The minimum account size per portfolio depends on the specific portfolio strategy:

  1. Turner Quant Advantage Strategy:  $100,000  

  2. Diversified Income Strategy: $100,000

  3. Tactical Growth Strategy: $100,000

  4. Leveraged Index Strategy: No minimum so long as client has a total aggregate of $250,000

  5. ETF Total Market: $100,000

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We use a "Managed Account" structure where every client maintains 100% control of their capital at all times.  Capital is never commingled with other accounts that do not belong to the client. Turner Capital is ONLY permitted to make trading decisions in client accounts and to deduct pre-authorized management fees.  Clients can terminate Turner Capital's management of their accounts at any time with a phone call to either Turner Capital or the brokerage firm where the client accounts are custodied.

Funds are custodied at TD Ameritrade.

MANAGEMENT FEES (We aggregate family accounts to determine the total account size for Fee setting):

  • 2.0% for aggregated accounts that are less than $250,000.

  • 1.5% for aggregated accounts that are from $250,000 to $1,000,000.

  • 1.25% for aggregated accounts that are from $1,000,000 to $3,000,000

  • 1.0% for aggregated accounts that are $3,000,000 and above