JT
JT

John Tunstall

13 Years of Experience
Dunedin, FL

John Tunstall is a registered investment advisor at Florin Pensions LLC, based in Dunedin, FL, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Retirement Planning.

Compensation
N/A
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

For clients who self-direct the investments in their UK personal pension, the annual fee is 0.5%. For clients with Florin prior to 25 July 2014, or who received a written pension review prior to this date, Florin charges an annual fee ranging from 0.25% - 0.5% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dunedin, FL

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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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Employment History
Current Registrations
Florin Pensions LLC
August 2012 - Present · 13 yrs 9 mos
State Registrations4 states
FLLANYTX
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.