A complete list of active advisors currently associated with Turnstone Financial
Warmer can help you find a great advisor at Turnstone Financial or one who fits your needs even better.
Turnstone Financial advises individuals, high-net-worth clients, and charitable organizations, providing manager selection and supervision, portfolio monitoring, and related advisory services. The firm places client assets with third-party investment advisers and also offers account-monitoring and trustee-related services through an affiliated trust representative office. Investment advice is delivered via a manager-of-managers model that applies modern portfolio theory and a long-term investment horizon, while giving selected subadvisers day-to-day trading discretion. Portfolios may include mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), non‑U.S. securities and selected non‑marketable assets, and client plans are tailored around risk tolerance, family dynamics and cash‑flow needs. Noteworthy features include a requirement that clients use specific custodians (National Advisors Trust Company and Reliance Trust Company), a minority ownership stake in National Advisors Trust, and an affiliation with Turnstone Private Trust that can involve shared trustee services—relationships the firm discloses as potential conflicts. The firm operates without an account minimum, typically does not execute trades directly but selects and monitors subadvisers (currently allocating to Carnegie Investment Counsel), and applies negotiated flat fees for non‑marketable assets and tax‑preparation fees for managed and trust accounts, distinguishing its manager‑selection focus from many peers.
To learn more about the advisors currently working at Turnstone Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Troy, OH
| 11
|
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