Tanner Strunk is a registered investment advisor at Cayside Partners, based in Jupiter, FL, with 11 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 62 clients with $350M 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 | 1.50% |
The maximum annual advisory fee is 1.50%, depending on the amount of assets under management and the complexity of the Client relationship. Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Location
364 Cypress Drive, Suite 202, Jupiter, FL, 33469
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Tanner is a managing member of Cayside Asset Management, LLC, where he finds revenue-producing projects to invest in. This investment-related activity takes minimal time.
Employment History
Current Registrations
Cayside Partners
Previous Registrations
Bofa Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cowen and CompanyBroker
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.