Scott Klaassen
Scott Klaassen is a registered investment advisor at Turner Financial Group, INC., based in Omaha, NE, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 620 clients with $230M 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 $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.
Fee Estimator
Location
Omaha, NE
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2021Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Claraphi Advisory Network, LLC
Northern Lights Distributors, LLCBroker
TD Ameritrade, INC.Broker
Aquarius Fund Distributors, LLCBroker
Qa3 Financial CORP.Broker
Assist Investment Management Company, INC.Broker
Orbitex Funds Distributor, 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.
Exams
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