Gulam Amir Fazel

Tucker Asset Management LLC

29 Years of Experience

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Firm Information

Tucker Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

61 advisors

Number of Clients

3,191 clients

Average Client Portfolio

$201K average

Assets Under Management

$640.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$2,000 - $10,000

Investment management fees are based on a percentage of assets under management, not to exceed 2.00% annually, and are billed monthly in arrears. There's also an administrative and technology fee of up to $100 per account annually for accounts over $10,000. Financial planning is included with investment management services. Stand-alone financial planning fees range from $2,000 to $10,000, fixed and agreed upon in advance.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

1520 West Canal Court, Suite 100, Littleton, CO, 80120

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Regulatory History (1)

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Employment Separation After Allegations

December 2015

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Other Business ActivitiesSells Insurance

Gulam is a managing member of USA Tax & Income Planning, a tax preparation service, and Gulam Fazel Wealth Management Group, LLC, a DBA for Retirement Wealth Advisors. He also manages real estate investments through Global Properties Group and Property Access Sales Solutions, LP, and owns two insurance agencies: Ideal Global Brokerage, LLC and Asset & Income Protection, LLC.