Lance J Turner Financial Services, operating as Anomaly Advisors, provides financial planning and portfolio management services. Financial planning covers cash flow, college funding, retirement, risk management, estate, and tax planning. Portfolio management offers ongoing supervision of client investments. The firm also conducts educational workshops on various financial topics.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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