Jonathan Tunney is a CFA-designated registered investment advisor at Atlas Capital Advisors INC., based in San Francisco, CA, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 173 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% of the market value for ‘risk’ assets (generally defined as equities, currencies, commodities, merger arbitrage or any non-fixed income asset class). 0.45 % of the market value for fixed income assets. Fees may be calculated at the end of each calendar month or remitted daily depending on where client assets custody at third party institutions. If different asset classes are managed in the same account (and these asset classes have different fee structures as outlined above), management fees will be calculated using the ratio of market values of these asset classes multiplied by the market value of the entire account (unless a single blended fee schedule is agreed to for the entire “mixed” account in the advisory agreement).
Fee Estimator
Location
38 Keyes Ave Suite 200, San Francisco, CA, 94129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved with Atlas Risk Advisory LLC, a foreign exchange risk advisory business, since 2010. He dedicates about a quarter of his time to helping treasury and financial teams scale and optimize their FX and commodities hedging strategies.
Employment History
Current Registrations
Atlas Capital Advisors INC.
Previous Registrations
Atlas Capital Advisors LLC
Atlas Capital Advisors LLC
State Registrations1 state
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