Robert Tucker
Robert Tucker is a CFP, ChFC-designated registered investment advisor at Reston Wealth Management, based in Reston, VA, with 39 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 491 clients with $590M 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 $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiated, waived, or reduced at the firm's discretion based on account size and complexity. Family accounts living in the same household may be combined to reach lower fee tiers.
Fee Estimator
Location
1984 Isaac Newton Square West, Suite 107, Reston, VA, 20190-5039
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Robert sells non-variable insurance products, including term, long-term care, health, and disability insurance, dedicating about 10-20% of his time. He also owns his office condo and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Reston Wealth Management
Previous Registrations
LPL Financial LLCBroker
Wintergreen Financial Group, INC.Broker
LPL Financial Corporation
Linsco/private Ledger CORP.Broker
First Investors 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.
Exams
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