Lance Turner
Lance Turner is a registered investment advisor at Anomaly Advisors, based in West Bloomfield, MI, with 10 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 3.00% |
| $300K - $1000K | 1.50% |
| $1.0M - $5.5M | 1.00% |
| $5.5M - $10.0M | 0.75% |
| $10M+ | 0.65% |
If a sub-advisor is engaged to execute its investment strategy within your account, the sub-advisor’s fee is incorporated into the fee as noted in the table.
Fee Estimator
Location
7439 Middlebelt #2, West Bloomfield, MI, 48322
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
Lance maintains an insurance license and a real estate license for education and advice, but does not earn commissions. He is also a managing member of Eighty Four 84, LLC, which is now a dormant entity.
Employment History
Current Registrations
Anomaly Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
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.