Turning Point Financial
Frederick, Maryland
5.0
68 Reviews
Turning Point Financial is a highly reputable local investment advisory firm located in Frederick, MD. With two offices, they cater to a diverse client base of over 920 individuals and manage an impressive $238,178,000 in assets. Specializing in employer 401Ks and individual investments, Turning Point Financial possesses extensive expertise in this realm.
The firm takes pride in its comprehensive range of services, which extend beyond investment advisory to encompass insurance brokerage and accounting. As a result, clients benefit from a holistic approach to their financial well-being. Turning Point Financial operates under a dis...
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Assets Under Mgmt
$238.18M
Investment Professionals
13
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
Accountant or accounting firm
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Articles
Articles
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