Elliot Turner is a registered investment advisor at Rga Investment Advisors, LLC, based in Stamford, CT, with 13 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 100 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors including scope and complexity, asset level, and overall relationship. Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1177 High Ridge Road, Stamford, CT, 06905
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 →Employment History
Current Registrations
Rga Investment Advisors, LLC
Previous Registrations
Austinweston Asset Management LLC
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.
Exams
More Advisors
- Judith Havard, CFAStratos Wealth Partners, LTD
- Haoqi Zhang, CFAO'shaughnessy Asset Management, LLC
- Jacob Lambert, CFPTortoise Investment Management, LLC
- Eric Meermann, CFPPalisades Hudson Asset Management, L.P.
- David Altman, CFPAlliancebernstein L.P.
- William Bishop, CFPSanford C. Bernstein & CO., LLC