Lori Turner
Lori Turner is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 27 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Lori is an advisory representative of a RIA since 2022, spending nearly full-time hours. She is also an independent insurance agent for various independent insurance agencies since 2016, dedicating a few hours per week.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Rosetta Financial Advisors, INC.
Cambridge Investment Research Advisors, INC.
Rosetta Financial Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations2 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.
Exams
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