Sunil Tumber
Sunil Tumber is a registered investment advisor at International Assets Investment Management, LLC, based in Yuba City, CA, with 3 years of industry experience. Sunil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
Location
1408 Live Oak Blvd, Ste B, Yuba City, CA, 95991
Get directionsHistory
Regulatory History (1)
Criminal
April 1999Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.
Exams
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