TURGEON & CO

Overview

Turgeon & Co. operates as a Limited Liability Company, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm does not classify itself under a specific category, which suggests a flexible approach to its advisory activities. Turgeon & Co. employs a fee structure that includes a percentage of assets under management as well as fixed fees, allowing for a tailored pricing strategy that can accommodate various client needs. While the firm does not engage in active ESG investing, it remains committed to delivering personalized financial solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices