Scott Turner is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 46 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Location
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
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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
Scott is an independent contractor for Turner Trading LLC, assisting The Old Bailey Company with administrative tasks, including tax documentation, record keeping, and account activity review. This takes about 10-20% of Scott's time and does not occur during trading hours; he is also co-trustee for 5 family accounts.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.
Landolt Securities, INC.Broker
Previous Registrations
Wayne Hummer Investments L.L.C.Broker
Wayne Hummer Asset Management Company
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Abn Amro IncorporatedBroker
The Chicago CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.