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Turner Financial Group, Inc.

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Total assets under management

$171,026,487

More info

Total clients

507

7% high-net worth

Total advisors

8

of 12 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

63

Average account size

$337,330

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Flat fees for Financial Projects start at $297; Comprehensive plans from $597 to $4,997; Annual review fees $250 to $1,500.

Percentage

$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%

Commissions

Some persons licensed as insurance agents earn commissions on insurance products sold, separate from advisory fees.

Project-based

Hourly rates for Concierge Financial Planning Services range from $150 to $350 per hour.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Turner Financial Group, Inc.

4366 5 Th Avenue

Pace FL 32571-1810, United States

Number of offices

7

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 850-995-1797

Advisors at this firm

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Scott K

Series 63, Series 65

Omaha, NE

Turner Financial Group, Inc.
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Leonard H

CFP®, Series 65

Hamilton, NJ

Turner Financial Group, Inc.
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Mohammed G

Series 65

Pace, FL

Turner Financial Group, Inc.
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Gary T

CFP®, Series 63

San Rafael, CA

Turner Financial Group, Inc.
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Thavaselan S

ChFC®, Series 63, Series 65

Pace, FL

Turner Financial Group, Inc.
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Andrew T

Series 63, Series 65

Pace, FL

Turner Financial Group, Inc.
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Shane S

Series 65

Lewes, DE

Turner Financial Group, Inc.
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Ryan F

Series 63, Series 66

Pace, FL

Turner Financial Group, Inc.
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