Bryce Turrentine is a CFP-designated registered investment advisor at Turrentine Financial Services LLC, based in Stigler, OK, with 3 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $6.5M 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 $120K | 1.75% |
| $120K - $400K | 1.50% |
| $400K - $800K | 1.25% |
| $800K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000. For clients with more than $120,000, TFS offers combined investment management and ongoing financial planning, with fees following the asset management fee schedule.
Fee Estimator
Contact
Bryce Turrentine
Location
607 E Main Street, Stigler, OK, 74462
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 Activities
Bryce works as a tax preparer for Turrentine Tax Services since 2015, dedicating about 10-20% of his time. This activity is investment-related.
Employment History
Current Registrations
Turrentine Financial Services LLC
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.