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Michael Reep

Tucker Asset Management LLC
13 Years of Experience
Asheville, NC
2 DisclosuresSells Insurance
View SEC Summary
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Michael Reep is a registered investment advisor at Tucker Asset Management LLC, based in Asheville, NC, with 13 years of industry experience. Michael 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

404 Executive Park, Asheville, NC, 28801

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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.
Customer Dispute
August 2003
Settled
Customer Dispute
October 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the sole owner and president of Reep Wealth Planning, Inc., an S Corp, since 2013. He spends time selling insurance products and providing tax services, dedicating about a quarter of his time to these activities, and additional time to securities trading.

Employment History
Current Registrations
Tucker Asset Management LLC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Reep Wealth Management, INC.
July 2023 - August 2023 · 1 mo
J. W. Cole Advisors, INC.
April 2019 - February 2022 · 2 yrs 10 mos
Global Financial Private Capital, LLC
June 2016 - April 2019 · 2 yrs 10 mos
Uvest Financial Services And/or Compass Capital
September 2003 - May 2004 · 8 mos
Ncf Financial Services, INC.
May 2003 - October 2003 · 5 mos
Banc of America Investment Services, INC.
March 2001 - May 2003 · 2 yrs 2 mos
State Registrations1 state
NC
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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