Jack Tunge is a CFP-designated registered investment advisor at Midwest Capital Advisors, LLC, based in Grand Rapids, MI, with 12 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 321 clients with $1.1B 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 | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum annual fee is $5,000.
Fee Estimator
Contact
Jack Tunge
Location
630 Kenmoor Ave. SE, Suite 206, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Midwest Capital Advisors, LLC
State Registrations1 state
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Exams
Additional Information
Jack Tunge is a Principal (i.e., owner) at Midwest Capital Advisors, located in Grand Rapids, MI. I focus my practice on serving clients transitioning into retirement. My expertise is in retirement and tax planning; building distribution plans to minimize lifetime tax liability while making sure investment portfolios create a sustainable income to meet my client's goals. If you find yourself nearing retirement, please reach out to see how our approach can help.