Turken Investments Llc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Turken Investments provides investment management and financial planning to individuals — including executives, professionals, entrepreneurs, retirees, and small business owners — and to legal entities such as trusts, estates, and business entities. The firm works with U.S.-based clients who may have family, assets, or business interests abroad and accepts portfolio engagements that can include institutional-style or business accounts.
The firm constructs portfolios around a written Investment Policy and a client risk questionnaire, emphasizing diversification across liquid asset classes such as mutual funds, ETFs, individual stocks and bonds, and traded limited partnerships. Portfolios are monitored and rebalanced as warranted, but Turken Investments operates on a non-discretionary basis, implementing trades only with client approval.
Compared with many solo independent advisors, the firm is notable for offering portfolio management to business and institutional accounts while remaining a small, newly registered advisory practice with no assets under management as of 06/02/2026. Turken Investments also discloses a formal custodian relationship that provides research, technology, and operational support (soft-dollar benefits) to the firm.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $6,000,000: 0.30% $6,000,001+: 0.15%
Principal $120/hour, Support/Clerical $95/hour
Account minimum: $500
Main office
San Marcos CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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