Meet Us

Paul Keough, PhD, MBA

Paul Keough, PhD, MBA

Principle, CFO, and CCO

  • Paul Keough holds an MBA Finance from the University of Michigan Ross School of Business and a PhD in Biochemistry from Northwestern University
  • Supervision: As the Chief Compliance Officer (CCO) of Turnkeough Wealth Management, Inc. (TWMINC), Paul Keough supervises all activities of the firm. Paul Keough adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual.

Paul.Keough@turnkeough.com

Office: 1-630-796-3922
Mobile: 1-312–576–3855

Kevin J. Banet

Kevin J. Banet

Content Editor, Web Manager

Founder and President, TreeFrogClick, Inc.

Lisa Michniuk, MLIS

Lisa Michniuk, MLIS

Administrator

  • MLIS in library research from Dominican University, River Forest, Illinois
  • Former Research Librarian at Citadel Investments
  • Former High Yield Researcher at ABN AMRO
Joseph Shun Mendoza Ravago, JD, CPA

Joseph Shun Mendoza Ravago, JD, CPA

Compliance Manager and Comptroller

  • JD from Loyola University Chicago School of Law, Chicago, Illinois
  • Former Tax consultant at Arthur Andersen LLP
  • Currently, Principle of Ravago and Associates, and Founder of Guiding Point Consulting, Inc.

Ravago & Associates

Financial Service Fees

Total Assets Under Management Annual Fees of All Assets 1.50%. The advisory fee is calculated using the value of the assets on the last business day of the prior billing period. These fees are generally negotiable and clients may terminate the agreement without penalty for a full refund of Turnkeough’s fees within five business days of signing the Investment. Fees are negotiable.
Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. If the client’s portfolio rises in value, the client will pay 20.00% on that increase in value, but if the portfolio drops in value, the client will not incur a new performance fee until the portfolio reaches the last highest value, adjusted for withdrawals and deposits, which is generally known as a “high water mark.” Fees are negotiable.

TWMINC may also act as a subadviser to unaffiliated third-party advisers and TWMINC would receive a share of the fees collected from the third-party adviser’s client. The fees charged will not exceed any limit imposed by any regulatory agency. The notice of termination requirement and payment of fees for subadviser services will depend on the specific third-party investment adviser engaging TWMINC as subadviser. This relationship will be memorialized in each contract between TWMINC and each third-party adviser. The fees will not exceed any limit imposed by any regulatory agency. Fees are negotiable.

The negotiated fixed rate for creating client financial plans is between $500 and $2,000. Clients may terminate the agreement without penalty, for full refund of TWMINC’s fees, within five business days of signing the Financial Planning Agreement. Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. Fees are negotiable.

TWMINC offers a subscription newsletter, “Turnkeough Insights,” with one issue free, then $198.75 per quarter, or $795 annually.




Accurate, Clear, Diligent, Insightful

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Privacy Policy

Privacy Policy

This is the website of Turnkeough Wealth Management, Inc. Our postal address is listed below and in the footer of each page.

We can be reached via e-mail at info@turnkeough.com or you can reach us at one of the numbers listed below. For each visitor to our Web page, our Web server automatically recognizes Google analytics and Bing. With respect to cookies: We do not set any cookies. With respect to Ad Servers: We do not partner with, or have special relationships, with any ad server companies. If you feel that this site is not following its stated information policy, you may contact us at the above addresses or phone number.

 

Contact Us

Executive Towers West

1431 Opus Pl. Unit 110

Downers Grove, IL 60515

Office: 1-630-796-3922

Mobile: 1-312-576-3855

Email: paul.keough@turnkeough.com

 

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