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Turning Point Financial, Inc. (Waxhaw)


Turning Point Financial, Inc. is a large advisory firm based in Waxhaw. It manages $28 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of North Carolina.

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Turning Point Financial provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Turning Point Financial: assets under management

The assets under management (AUM) of Turning Point Financial, Inc. is $28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430.77 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Turning Point Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Waxhaw

The principal office where Turning Point Financial, Inc. performs its advisory services is located at 8200 Avanti Dr., Waxhaw, NC 28173, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-887-4984 or by fax 704-243-4252. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.turning-point.us.


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