White Turf Financial LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,604,945
Clients
24
Advisors
1
of 1 employees
About
White Turf Financial serves individual and high‑net‑worth clients with portfolio management and both project‑based and ongoing financial planning. The firm reports approximately $17,705,647 in non‑discretionary assets under management for about 24 clients and reports no discretionary AUM.
The firm principally constructs passively managed portfolios using index mutual funds and exchange‑traded funds, while also describing the use of fundamental and cyclical analysis in its investment process. Portfolio management is delivered through individually tailored plans and, because most accounts are non‑discretionary, the firm generally obtains client approval prior to executing transactions and may implement strategies through custodial platforms such as Betterment Advisor Solutions or Schwab.
Noteworthy distinctions include the firm’s unusually high proportion of non‑discretionary AUM compared with peers, a policy of not aggregating or block trading client orders, and a requirement that clients use a specific custodian. The firm’s principal is also a licensed accountant who offers separate tax preparation services under a distinct engagement, a relationship the brochure identifies as a potential conflict of interest that the firm says it will address through disclosure and client choice.
Client services
Expertise
Fee options
Project Based Financial Planning fees range between $500 and $5,000, depending on complexity and needs; Ongoing Financial Planning includes an upfront fee of $7,500 to $10,000 plus ongoing fees of $750 to $1,000 per month or $2,250 to $3,000 per quarter depending on complexity and needs.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,000+: 0.50%
Ongoing Financial Planning service charging $750 to $1,000 per month or $2,250 to $3,000 per quarter paid in arrears, depending on complexity and needs.
Main office
St Paul MN
Advisors at this office
1
Most active in
Colorado · Minnesota
Also doing business as
White Turf Financial · White Turf Financial LLC.
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.
Forms ADV
Quick links
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