PT
PT

Paul Tunink

14 Years of Experience
Deerfield Beach, FL
1 DisclosureBroker

Paul Tunink is a registered investment advisor at Ameritas Advisory Services, LLC, based in Deerfield Beach, FL, with 14 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

10 Fairway Drive Ste 100-A, Deerfield Beach, FL, 33441

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Settled
Other Business Activities

Paul is involved with Arrow Equity, LLC, a non-investment related equipment rental business, dedicating minimal time. He also owns Arrow Wealth, LLC, a financial planning business, spending about 10-20% of his time on marketing, business operations, and financials.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
March 2024 - Present · 2 yrs 7 mos
Ameritas Investment Company, LLCBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
VALIC Financial Advisors, INC.
February 2013 - April 2024 · 11 yrs 2 mos
VALIC Financial Advisors, INC.Broker
August 2012 - April 2024 · 11 yrs 8 mos
State Registrations19 states
AZCACOFLGAILMDMTNCNHNYOKPASCTNTXUTVAWI
AdvisorBrokerBoth

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.
More Advisors