Advisor at Fraser Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fraser Asset Management
Location
Las Vegas, NV 89101
Credentials
Series 65
Industry experience
6 years
Diane Tuntland is a financial advisor at Fraser Asset Management with six years of industry experience. She holds a Series 65 designation and has worked at Fraser Asset Management since 2018. Diane is also co-owner of Endowment Partners Foundation, a private foundation supporting charitable activities related to Endowment Partners, LLC. Fraser Asset Management provides discretionary investment management and financial planning primarily for individual clients, using a blend of active and passive strategies alongside fundamental, technical, and charting analysis. The firm manages a small client base with personalized investment policy statements and incorporates option and derivatives strategies as part of its portfolio construction and risk management.
Based on Fraser Asset Management
$100,000 - $1,500,000: 2.00% $1,500,001 - $2,500,000: 1.75% $2,500,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Account minimum: $100,000
300 S 4 Th Street, Suite 1015
Las Vegas, NV 89101
Nevada
Endowment Partners Foundation
2021 - Present (5 years)
Endowment Partners, LLC
2019 - Present (7 years)
Fraser Asset Management, LLC
2018 - Present (8 years)
Self Employed
2010 - Present (16 years)
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Lawyer
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Real estate agent
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Other specialized services
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