Taylor Turner
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Debt Management
- Financial Advice & Coaching
- Financial Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $6,000–$12,000 one-time
- AUM-Based Fee — 1% of AUM