Steven Tunink
Steven Tunink is a registered investment advisor at Ameritas Advisory Services, LLC, based in Pittsburgh, PA, with 39 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
7 Parkway Center Ste 650, Pittsburgh, PA, 15220
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Steven is a licensed independent insurance agent selling fixed insurance products and is an owner/managing partner at Western PA Financial Center dba Ameritas Financial Services of WPA, dedicating nearly full-time hours to insurance and financial product sales, supervision, and management. He also owns SPT Properties LLC, spending minimal time on building upkeep, and serves on the Board of Directors for NAIFA of Indiana County, PA, attending meetings.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
State Registrations31 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.