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Turning Point Planning LLC

Headquartered in LOS ANGELES, CA

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Firm Information

Turning Point Planning LLC is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer educational seminars and selection of other advisers. They have 1 investment adviser representative and manage assets for 10 individual clients other than high-net-worth individuals.

Turning Point Planning LLC

Not reported

Assets Under Management

11

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

TURNING POINT PLANNING LLC has a total of 2 branch locations across the country.
location

Bristow, VA

location

LOS ANGELES, CA

Advisors at Turning Point Planning LLC

View All 1 Advisors
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David William Frank

CFP®, RA

LOS ANGELES, CA

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Julie Chenevert Herres

RA

Bristow, VA

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Disclosures

There are no public disclosures for Turning Point Planning LLC.

Frequently Asked Questions (4)

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