Douglas Tucker
Douglas Tucker is a ChFC-designated registered investment advisor at Tucker Financial Group, based in Montgomery, AL, with 39 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,982 clients with $270M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Location
254 Winton Blount Loop, Montgomery, AL, 36117
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Douglas is an independent insurance agent with Tucker Financial Group since 2013, dedicating a few hours per week to insurance sales. He also has 50% ownership in M & T Properties LLC for property management, spending minimal time on it.
Employment History
Current Registrations
Tucker Financial Group
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.