Tunc Tanin is a registered investment advisor offering financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, insurance, estate, tax, and retirement planning. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance, primarily using mutual funds. Tunc Tanin emphasizes risk control and value investing.
Assets Under Management$16M
Clients83
Advisors1
Avg. per Client$190K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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