Advisor at Cape Investment Advisory, Inc.
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Firm
Cape Investment Advisory, Inc.
Location
Mcdonough, GA 30253
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
14 years
Karen Turner is a financial advisor with Cape Investment Advisory, Inc. She holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Cape Investment Advisory, she worked at Davenport & Co. LLC. Turner is a general partner in a family real estate partnership. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that combines fundamental, technical, and macroeconomic analysis.
Based on Cape Investment Advisory, Inc.
Based on Cape Investment Advisory, Inc.
$0 - $250,000: 2.75% total fee (includes 0%–2.45% management fee + $0.30 execution/clearing fee) $250,000 - $500,000: 2.50% total fee (includes 0%–2.20% management fee + $0.30 execution/clearing fee) $500,000 - $1,000,000: 2.25% total fee (includes 0%–2.00% management fee + $0.25 execution/clearing fee) $1,000,000 - $2,000,000: 1.95% total fee (includes 0%–1.75% management fee + $0.20 execution/clearing fee) $2,000,000 - $5,000,000: 1.65% total fee (includes 0%–1.45% management fee + $0.20 execution/clearing fee) $5,000,000+: 1.35% total fee (includes 0%–1.20% management fee + $0.15 execution/clearing fee)
Account minimum: $25,000 Minimum fee: Minimum fee of $350 Fee-only: Fees are fee-only; no commissions on advisory fees.
1600 Pennsylvania Ave.
Mcdonough, GA 30253
California · Colorado · Delaware · Georgia · Hawaii · Maryland · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia
American Global Wealth Management, Inc.
2023 - Present (3 years)
Cape Investment Advisory Inc.
2016 - Present (10 years)
Cape Securities, Inc.
2016 - 2022 (6 years)
Davenport & Co. LLC
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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, Series 66
Mc Donough, GA
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ChFC®, Series 63, Series 65
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Series 65
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Series 63, Series 66
Jonesboro, GA
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CFP®, Series 63, Series 65
Jonesboro, GA
Capital and Planning, LLC
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