Tanner Link
Tanner Link is a CFP-designated registered investment advisor at Link Asset Management LLC, based in Kasilof, AK, with 4 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $2.2M 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 $250K | 1.00% |
| $250K - $500K | 0.98% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.3M | 0.85% |
| $1.3M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
27982 Kalifornsky Beach Road, Kasilof, AK, 99610
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
Tanner is a licensed insurance agent since March 2023, finding suitable life insurance vehicles for clients. This activity takes a few hours per week.
Employment History
Current Registrations
Link Asset Management 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.