Bryce
Turner
Donaldson Capital Management LLC
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About this Advisor
Bryce Turner is a financial advisor based in Evansville, Indiana, working with Donaldson Capital Management LLC. Bryce has previously held positions at Harrison Lake Cc, Reedy Financial Group, Northwestern Mutual, Summit Financial Group, Donaldson Capital Management LLC, Columbus North High School, and the University Of Saint Francis. Bryce has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Bryce is part of Donaldson Capital Management LLC, which operates out of Evansville, Indiana. The firm has 3 offices and 61 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Donaldson Capital Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
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Fee Structure
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Donaldson Capital Management LLC Brokerage Details
$2,677,442,196
61
1,716
$1,560,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Bryce Turner Work History
Donaldson Capital Management LLC
Summit Financial Group
Reedy Financial Group
Northwestern Mutual
University Of Saint Francis
Harrison Lake Cc
Columbus North High School
Disclosures
Please visit the SEC profile of Bryce Turner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Donaldson Capital Management LLC
Evansville, IN
Evansville, IN
Evansville, IN
Columbus, IN
Evansville, IN
Knoxville, TN
Evansville, IN
Evansville, IN
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