Matthew Tunney is a registered investment advisor at Tb Sunridge Advisors LLC, based in Park City, UT, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
TB Sunridge Advisors charges a percentage of your portfolio's net profits each quarter, up to one-fourth of 2%. They may also charge a performance-based fee of up to 20% on new net profits each quarter. These fees are negotiable and will be outlined in your investment advisory contract. You can cancel your contract within five business days for a full refund. After that, you can cancel with 30 days' written notice, and you'll receive a prorated refund.
Location
1090 Center Dr, Park City, UT, 84098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved with several Texas limited liability companies, including TB Sunridge Capital LLC, TB Sunridge Fund LP, TB Sunridge LLC, TB Sunridge Mining LLC, TB Sunridge Mining Operation LLC, TB Sunridge Ventures LLC, and TBSM II LLC, primarily as a managing member. He also served as an officer for Blockchain and Cryptomining Association LLC. Matthew spends minimal time on each of these activities.
Employment History
Current Registrations
Tb Sunridge Advisors LLC
State Registrations2 states
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