Glenn Turner
Glenn Turner is a registered investment advisor at Wilmington Capital Securities, LLC, based in Garden City, NY, with 12 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 192 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilmington Capital Securities charges an annual management fee based on the value of your portfolio. This fee ranges from 0.5% to 2.0% and is negotiable. The fee is paid in advance, either monthly or quarterly, and is automatically deducted from your account by the custodian. If you terminate the service, you'll receive a pro-rated refund of any unearned fees.
Location
666 Old Country Road, Suite 505, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wilmington Capital Securities, LLC
Previous Registrations
Forthright Capital Advisory
Bankers Life Advisory Services, INC.
Next Financial Group, INC.
Banc of America Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.