Kerim Tulun is a CFP-designated registered investment advisor at Vanderbilt Advisory Services, based in Warwick, NY, with 14 years of industry experience. Kerim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
56 Main St Ste 1&2, Warwick, NY, 10990
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerim is a shareholder in Tulair International Corporation, which is a passive role. He is also the founder of KT Wealth Management, where he provides comprehensive financial planning services, dedicating his full time to this role. Kerim is also a board member of the Warwick Valley Chamber of Commerce, attending monthly meetings and participating in committees.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Vanderbilt Advisory Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
North Nassau Advisors, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations9 states
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