Tunc Tanin
Tunc Tanin is a registered investment advisor at Tanin, Tunc, based in Cambridge, MA, with 11 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 83 clients with $16M 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 $500K | 0.60% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
45 Prospect Street, 5th Floor, Cambridge, MA, 02139
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tunc is an independent insurance agent selling and servicing life, health, and disability income insurance, dedicating nearly full-time hours to this. He also provides tax preparation services for a few hours per week.
Employment History
Current Registrations
Tanin, Tunc
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.