Shane Scott
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
Lewes, DE 19958
Credentials
Series 65
Industry experience
5 years
Flat fees for Financial Projects start at $297; Comprehensive plans from $597 to $4,997; Annual review fees $250 to $1,500.
$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%
Some persons licensed as insurance agents earn commissions on insurance products sold, separate from advisory fees.
Hourly rates for Concierge Financial Planning Services range from $150 to $350 per hour.
Fee-only: Financial planning fees: $150 to $350 per hour; flat fees from $297 to $4,997 depending on scope; Annual review fees $250 to $1,500.
SGL Financial, LLC
2023 - Present (3 years)
Oxley Capital Management, LLC
2020 - 2023 (3 years)
This and That Supplies LLC
2018 - 2021 (3 years)
Full-Time student
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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