JT

Junlong Nicholas Tan

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5M
Financial Plan Fee:$5,000 - $100,000

Wealth management fees range from 0.50% to 2.00% annually based on assets under management and other factors. Some clients negotiate fixed fees. Wealth coaching services include a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%. Investment consulting fees range from $5,000 to $100,000, depending on the complexity of the client's circumstances. The firm generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor. For wealth coaching services, Intellectus generally requires a minimum net worth size of $10,000,000, which may be reduced at the sole discretion of the Advisor.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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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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Other Business Activities

Junlong is involved with Fathom Group LLC and Bueller Group LLC, both real estate investment entities, dedicating minimal time to each as an owner/manager. These activities are not investment-related.

Employment History
Current Registrations
Intellectus Partners, LLC
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Barclays Capital INC.Broker
December 2016 - April 2018 · 1 yr 4 mos
J.P. Morgan Securities LLC Broker
April 2013 - February 2016 · 2 yrs 10 mos
Barclays Capital INC.Broker
April 2010 - April 2013 · 3 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Junlong Nicholas Tan - Financial Advisor | AdvisorDiscover