Allan Tentler
Allan Tentler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Diego, CA, with 17 years of industry experience. Allan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
11811 Bernardo Plaza Ct, San Diego, CA, 92128
Get directionsHistory
Regulatory History (2)
Regulatory
November 2021Regulatory
March 2013Other Business Activities
Allan owns rental property since 2017. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Accelerated Capital GroupBroker
Jrl Capital CorporationBroker
Jrl Capital Advisors LLC
Western Financial Advisors
Wfp SecuritiesBroker
National Planning CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations31 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.
Exams
More Advisors
- Mark HollandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eugene CunninghamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Haris GailaniMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Allison JewettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gerardo LopezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward SchwarzMerrill Lynch, Pierce, Fenner & Smith Incorporated