Ryan Cole Turner
Advisor at Plante Moran financial advisors — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
3 years
Location
Denver, CO 80237
Plante Moran financial advisors
Multi-team
Clients per advisor
30 Very LowAvg AUM per client
$6,699,075 Very HighHNW client ratio
86% Very HighRyan Turner is a CFP® professional with six years at Plante Moran Financial Advisors and three years of industry experience. Prior to joining Plante Moran, he worked at RMB Capital and was affiliated with the University of Colorado Boulder. Based in Denver, CO, Turner provides financial advisory services within a multi-team firm environment. Plante Moran Financial Advisors serves a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, employing a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models.
Based on Plante Moran financial advisors
Flat fees available for seminars and workshops; fixed-fee arrangements available in certain cases.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $25,000,000: 0.40% $25,000,000+: 0.30%
Standard hourly rates range from $110 to $450 for nonrecurring services and financial planning consulting.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 applies to clients subject to the fee schedule. Fee-only: Fees for nonrecurring services based on fixed amount or hourly rates from $110 to $450 per hour plus direct costs; fees for seminars and workshops based on flat fees per participant.
Denver, CO
8181 East Tufts Ave, Suite 600
Denver CO 80237
Advisors at this office
10
Colorado
3 years of industry experience
Plante Moran Financial Advisors
2020 - Present • 6 years
Denver, CO
N/a
2020 - 2020 • 1 year
Boulder, CO
RMB Capital
2019 - 2019 • 1 year
Denver, CO
University of Colorado Boulder
2016 - 2019 • 3 years
Boulder, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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