Ian Tinker is a CFP-designated registered investment advisor at Busine Wealth, based in Scottsdale, AZ, with 18 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 62 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Busine Wealth offers several investment management options:
- Comprehensive Wealth Management: Fees range from 0.75% to 1.50% annually, depending on the amount you invest.
- Wealth Management: Fees range from 0.60% to 1.35% annually, depending on the amount you invest.
- Selective Wealth Management: A flat fee of $1,500 is added to a 0.75% annual fee on your portfolio. If the total fee exceeds $2,999.99, you'll be moved to either the Wealth Management or Comprehensive Wealth Management service.
These fees are deducted from your account quarterly, in advance.
Location
4250 N. Drinkwater Blvd., Suite 300, Scottsdale, AZ, 85251
Get directionsHistory
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
Ian is a licensed insurance agent and has been selling insurance products since 2007. This activity requires minimal time.
Employment History
Current Registrations
Busine Wealth
Previous Registrations
Busine LLC
DBA Seaside Financial & Insurance Services
Ult Wealth Advisors, LLC
Ameriprise Financial Services, INC.
State Registrations3 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.