Tucker Asset Management LLC
Assets Under Management
$640.8M
Number of Clients
3,191
Number of Advisors
61
Average Client AUM
$201K
AUM per Advisor
$10.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tucker Asset Management LLC is a wealth management firm providing investment management services through model portfolios and financial planning services. They offer discretionary management and tailor services to meet client needs, including retirement plan services and consulting.
Fee Structure
Investment management fees are based on a percentage of assets under management, not to exceed 2.00% annually, 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 services are included with investment management; standalone financial planning fees range from $2,000 to $10,000, fixed and agreed upon in advance.
Areas of Practice
Location
1520 West Canal Court, Suite 100, Littleton, CO, 80120