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Boban Tunjic

9 Years of Experience
Jacksonville, FL
Broker

Boban Tunjic is a registered investment advisor at PNC Wealth Management, based in Jacksonville, FL, with 9 years of industry experience. Boban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
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 - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

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

10060 Skinner Lake Dr, Jacksonville, FL, 32246

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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
PNC Wealth Management
March 2024 - Present · 2 yrs 2 mos
PNC Wealth Management LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2022 - March 2024 · 2 yrs
Citigroup Global Markets INC.
March 2022 - March 2024 · 2 yrs
Fidelity Personal and Workplace Advisors
January 2019 - November 2021 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
November 2018 - November 2021 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - October 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - October 2018 · 2 yrs 2 mos
State Registrations1 state
FL
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.