Advisor at Turpin & Associates Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Turpin & Associates Inc
Location
Lafayette, IN 47904
Credentials
Series 63, Series 65
Industry experience
40 years
Frank Turpin is the sole advisor at Turpin & Associates Inc in Lafayette, IN, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with Turpin & Associates Inc. since 1978 and has concurrent roles at Eneric Financial Services and F&J, INS. INC. since the late 1970s and 1980s. Turpin & Associates Inc. provides discretionary investment management and specialized financial advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a research-driven investment approach that integrates technical and fundamental analysis, offering a range of services from portfolio management to retirement and employee benefits planning, with a distinctive focus on charitable organizations and pension plans.
Based on Turpin & Associates Inc
$0 - $100,000: 2% $100,001 - $300,000: 1.5% $300,001 - $500,000: 1.25% $500,001 - $1,000,000: 1% $1,000,001+: 0.75%
Consulting services billed hourly at $100 to $400 per hour
Account minimum: $50,000 Fee-only: Fee-only investment adviser; no commissions received
114 S Earl Avenue
Lafayette, IN 47904
Indiana
Eneric Financial Services
1989 - Present (37 years)
F&J, INS. INC
1979 - Present (47 years)
Turpin & Associates Inc.
1978 - Present (48 years)
Turpin Agency
1970 - Present (56 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lafayette, IN
Lifelong Investsments
Series 63, Series 65
Lafayette, IN
Integrated Capital Management Company, Inc.
Series 65
West Lafayette, IN
Lorenz Financial
Series 65, Series 66
West Lafayette, IN
Oxford Capital
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
CFP®, Series 63, Series 65
Lafayette, IN
The Schamber Group, Inc.
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