Diane Tuntland is a registered investment advisor at Endowment Partners LLC, based in Las Vegas, NV, with 6 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. For Charitable Gift Annuity Program Administration and Investment Management Services, the fee is 1.25% of the assets under management.
Fee Estimator
Location
300 S 4th Street, Suite 1015, Las Vegas, NV, 89101
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 Activities
Diane is the Owner and CCO of Fraser Asset Management, LLC, an investment advisory firm, dedicating about half of her time to this role. She also owns 50% of Endowment Partners Foundation, LLC, a private foundation supporting charitable activities, but spends minimal time on this.
Employment History
Current Registrations
Endowment Partners LLC
Fraser Asset Management
Previous Registrations
Endowment Partners LLC
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.