Thavaselan Subramaniam
Thavaselan Subramaniam is a ChFC-designated registered investment advisor at Turner Financial Group, INC., based in Pace, FL, with 25 years of industry experience. Thavaselan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $170M 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 $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
These fees apply to legacy, grandfathered, and select DBA accounts. Fees are negotiable and may not exceed 2% annually for other accounts.
Fee Estimator
Location
4366 5th Avenue, Pace, FL, 32571-1810
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2021Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Thavaselan is involved in several non-investment related activities, including consulting for Green Hill Management, Advanced Tax Consulting, and West East International Marketing and Consulting, as well as providing office management services through Real Time Management LLC and managing rental properties through S&Z Realty. Thavaselan also works as an insurance agent selling fixed annuities and universal/term life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Claraphi Advisory Network, LLC
Coastal Investment Advisors
Claraphi Advisory Network, LLC
LPL Financial LLC
State Registrations1 state
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.