William Turner
William Turner is a registered investment advisor at Eagle Strategies LLC, based in Ponte Vedra, FL, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
232 Canal Blvd, Suite 1, Ponte Vedra, FL, 32082
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
William brokers non-registered insurance products and owns a vacation rental property. He also owns Turner Vending Inc., 232 Canal Blvd. LLC, Palm Valley Honey Company, and volunteers with the Boy Scouts of America.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Franklin Financial Services CorporationBroker
State Registrations3 states
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.