Stacy Turner
Stacy Turner is a registered investment advisor at The Wealth Mastery, LLC, based in Palo Alto, CA, with 15 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.70% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
228 Hamilton Ave, Palo Alto, CA, 94301
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Regulatory History (1)
Regulatory
January 2018Other Business ActivitiesSells Insurance
Stacy is a sole proprietor engaged in insurance sales since November 2021. This activity takes about 10% of her time.
Employment History
Current Registrations
The Wealth Mastery, LLC
Previous Registrations
The Wealth Mastery, LLC
The Wealth Mastery, LLC
Liberty Group, LLCBroker
Island TradingBroker
Instinet, LLCBroker
Trading LLCBroker
The Robinson-Humphrey Company INC.Broker
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.