Edward Tuvin is a registered investment advisor at Tuvin & Tuvin, LTD., based in Bethesda, MD, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1 clients with $65K 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 $1.3M | 1.20% |
| $1.3M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees are negotiable. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Bethesda, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Edward is a managing partner of Tuvin Family Partnership, a private family partnership that used to own a dental practice, and CEO of Inclusive Finance, a mortgage broker. Both activities require minimal time and are not investment related.
Employment History
Current Registrations
Tuvin & Tuvin, LTD.
State Registrations1 state
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