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David Barr

Tucker Asset Management LLC
19 Years of Experience
Kennewick, WA
2 DisclosuresSells Insurance
View SEC Summary
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David Barr is a registered investment advisor at Tucker Asset Management LLC, based in Kennewick, WA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M in assets under management.

Tucker Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,960 clients
Average Client Portfolio
$204K average
Assets Under Management
$603.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Kennewick, WA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2016
Final
Judgment / Lien
June 1998
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the owner/agent of Dave Barr CLU LLC, selling life, disability, health, and annuity insurance products since January 2020. He dedicates nearly full-time hours to this business.

Employment History
Current Registrations
Tucker Asset Management LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Park Avenue Securities LLCBroker
February 2003 - July 2003 · 5 mos
1717 Capital Management CompanyBroker
March 1995 - October 2002 · 7 yrs 7 mos
Princor Financial Services CorporationBroker
February 1992 - April 1995 · 3 yrs 2 mos
Century Investors of America, INC.Broker
December 1987 - February 1992 · 4 yrs 2 mos
Mutual Service CorporationBroker
December 1987 - December 1987 · 0 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
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