Boon Tan
Boon Tan is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Oklahoma City, OK, with 10 years of industry experience. Boon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B 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 | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
Location
2525 Northwest Expressway, Suite 399, Oklahoma City, OK, 73112
Get directionsHistory
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 ActivitiesSells Insurance
Boon is an agent at Tan Financial Solutions, selling life insurance and fixed annuities since 2000. This takes about 10-20% of his time.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Total Advisor Network, LLC
State Registrations2 states
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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