Advisor at RGA Investment Advisors, LLC
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Firm
RGA Investment Advisors, LLC
Location
Stamford, CT 06905
Credentials
Series 65
Industry experience
13 years
Elliot Turner is a financial advisor at RGA Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with RGA Investment Advisors since 2012. RGA Investment Advisors provides discretionary investment management and financial planning to individual, high-net-worth, and corporate clients. The firm employs a multi-disciplinary growth-at-a-reasonable-price (GARP) approach, managing moderately concentrated portfolios and multiple private pooled funds alongside separately managed accounts.
Based on RGA Investment Advisors, LLC
Financial planning services fixed fee up to $10,000 per engagement
Up to 2.00% annually (negotiable based on several factors including scope, assets, relationship)
Performance-based compensation in the form of carried interest or incentive allocation for private fund advisory services (see Fund Offering Documents)
Account minimum: $500,000 Fee-only: Wealth management fees up to 2.00% annually, paid quarterly in advance; Financial planning fees up to $10,000 fixed fee per engagement (negotiable)
1177 High Ridge Road
Stamford, CT 06905
Connecticut · New York · Texas
Rga Investment Advisors
2012 - Present (14 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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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.
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.
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