TS
CFP
TS
CFP

Turner Schuster

3 Years of Experience
Columbia, MO
BrokerSells Insurance

Turner Schuster is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Columbia, MO, with 3 years of industry experience. Turner is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2000 Forum Blvd, Ste 3, Columbia, MO, 65203

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Turner is an associate advisor at Schuster Financial Services, LLC, dedicating nearly full-time hours to client service and acquisition. He also serves as an advisory panel member and property manager, dedicating minimal time to each.

Employment History
Current Registrations
Kestra Advisory Services, LLC
January 2023 - Present · 3 yrs 9 mos
Kestra Investment Services, LLCBroker
October 2022 - Present · 4 yrs
State Registrations20 states
AZCACOFLGAIAKSMNMOMSMTNENVNYOHOKPATNTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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