Turner Capital Investments, LLC

Turner Capital Investments, LLC (CRD# 146134) is a financial advisory firm headquartered in Austin, TX. They manage $10,000,000 in 59 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $169,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, MN, NV, TX

Financial Advisors at Turner Capital Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Seth H. Schwartz
CRD#: 2366063
Encinitas, CA
93
Wealthminder
score

Seth Schwartz (CRD# 2366063) is an Investment Advisor Representative working at Turner Capital Investments, LLC in Encinitas, CA and has over 21 years of experience in the finance industry.

2
Michael K. Turner
CRD#: 5472928
9442 Capital Of Texas Hwy N, Arboretum Plaza One, Suite 500, Austin, TX 78759
93
Wealthminder
score

Michael Turner (CRD# 5472928) is an Investment Advisor Representative working at Turner Capital Investments, LLC in Austin, TX and has over 9 years of experience in the finance industry.

3
William M. Turner
CRD#: 6405489
Austin, TX
88
Wealthminder
score

William Turner (CRD# 6405489) is an Investment Advisor Representative working at Turner Capital Investments, LLC in Austin, TX and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.