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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 473 clients with $480M 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 negotiable. Pre-existing clients may be subject to a more favorable fee schedule.
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.