Thavaselan Subramaniam
Advisor at Turner Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Turner Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Turner Financial Group, Inc.
Location
Tulsa, OK 74133
Credentials
ChFC®, Series 63, Series 65
Industry experience
25 years
Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.
Based on Turner Financial Group, Inc.
Based on Turner Financial Group, Inc.
Flat fees for Financial Projects from $297 to $4,997; Annual review fees $250-$1,500; seminars/workshops fees $0-$175.
$1 - $250,000: 1.75% $250,000 - $500,000: 1.55% $500,000 - $750,000: 1.35% $750,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.95% $2,000,000+: 0.75%
Certain persons are licensed insurance agents earning commissions separately from advisory fees.
Hourly fees for Concierge Financial Planning Services from $150 to $350 per hour.
Fee-only: Financial planning fees: hourly $150-$350/hour; flat fees $297-$4,997 for projects/plans; annual review $250-$1,500; seminars $0-$175 per household/attendee.
8023 East 63rd Place, Suite 540
Tulsa, OK 74133
Oklahoma
Turner Financial Group, Inc. DBA Seelan Wealth Strategies
2023 - Present (3 years)
CLARAPHI ADVISORY NETWORK, LLC DBA Seelan Wealth Strategies
2022 - 2023 (1 year)
Coastal Investment Advisors
2021 - 2022 (1 year)
S&Z Realty
2021 - Present (5 years)
West East International Marketing and Consulting, LLC
2019 - Present (7 years)
Green Hill Management
2019 - Present (7 years)
Advanced Tax Consulting, LLC
2016 - Present (10 years)
Claraphi Advisory Network, LLC
2016 - 2021 (5 years)
Real Time Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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