Turning Point Analytics, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Turning Point Analytics provides technical and tactical research and trade-timing overlay services to institutional investors, including money managers, hedge funds, banks, insurance companies and pension funds. The firm delivers morning research reports and intraday analysis to client portfolio managers and traders but does not manage client assets, exercise trading discretion, or custody client funds.
The firm employs a proprietary Trend‑Range Strategy that emphasizes technical indicators (e.g., RSI, DMI, ADX, MACD), support and resistance, volume and pattern recognition, combined with macro analysis to identify inflection points for entry and exit. Research is customized to each client’s investable universe, with detailed recommendations typically issued by 7:30–8:30 AM and intraday follow‑up available on request; prospective clients are often offered a trial period to evaluate the service.
Distinctive for an investment‑manager adviser, Turning Point publishes a daily macro product and regular reports as part of its client deliverables, and it provides research to other investment advisers (including through a relationship with another broker‑dealer) as well as to investment companies such as hedge funds. The firm’s fee arrangements are negotiated rather than based on a percentage of assets under management and it does not accept performance‑based fees, which separates it from many peers in its category.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Annual fees per client have varied between $10,000 and $80,000; fees are negotiable and not fixed or standard. Fee-only: Fees charged for analysis; no commissions; fees are negotiable and vary by client needs.
Most active in
Massachusetts
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
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