Selwyn Turner is a CFA-designated registered investment advisor at Mitchell, Mcleod, Pugh & Williams, INC., based in Mobile, AL. Selwyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,046 clients with $2.7B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Schedule reflects equity portfolios. Fixed income portfolios are charged at half these rates (0.5% up to $1M, 0.4% for next $1M, 0.3% for next $1M, and 0.25% over $3M). Cash and cash equivalents are charged 0.25%. Fees are negotiable.
Fee Estimator
Location
2610 Dauphin Street, Mobile, AL, 36606
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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
Mitchell, Mcleod, Pugh & Williams, 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.
Exams
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