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Junlong Tan

Intellectus Partners, LLC
13 Years of Experience
San Francisco, CA
View SEC Summary
View SEC Summary

Junlong Tan is a registered investment advisor at Intellectus Partners, LLC, based in San Francisco, CA, with 13 years of industry experience. Junlong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 186 clients with $1.6B in assets under management.

Intellectus Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
186 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Wealth management fees generally range from 0.50% to 2.00% annually depending on relationship size, complexity, and other factors. Fees are negotiable. Certain clients may pay fixed fees or performance-based fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Junlong is involved with Fathom Group LLC and Bueller Group LLC, both real estate investment entities, dedicating minimal time to each as an owner/manager. These activities are not investment-related.

Employment History
Current Registrations
Intellectus Partners, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Barclays Capital INC.Broker
December 2016 - April 2018 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
April 2013 - February 2016 · 2 yrs 10 mos
Barclays Capital INC.Broker
April 2010 - April 2013 · 3 yrs
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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