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Steven Turner

2 Years of Experience
Grandville, MI
Broker

Steven Turner is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

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

3121 Macatawa Dr. SW, Grandville, MI, 49418

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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 Activities

Steven works as a representative for Williams & Co. providing financial services, and as a presenter for MARSP-RPS providing retirement planning services. He also works as an online teacher for Michigan Virtual and as a groundskeeper at Ravines Golf Club, dedicating about half his time to Williams & Co. and about a quarter of his time to MARSP-RPS.

Employment History
Current Registrations
Planmember Securities Corporation
August 2023 - Present · 2 yrs 11 mos
Planmember Securities CorporationBroker
May 2023 - Present · 3 yrs 2 mos
State Registrations3 states
FLINMI
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.