JT
James Daniel Edward Tucker
3 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M
Fee Structure
Financial Plan Fee:Up to $5,000
Fees are negotiable and determined between you and your Advisory Representative. Initial fees for pension transfers will not exceed 3%. Annual fees for SIPP and QROPS accounts will not exceed 1.50%. US based asset management fees will not exceed 2% annually. Financial planning fees are flat fees not to exceed $5,000. There are multiple levels of fees and costs.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information
Office location
802 West Bay Rd, Suite SW2, Grand Cayman, KY1-1102
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Blacktower Financial Management (us) LLC
October 2022 - Present · 3 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.