Michael Reep
Michael Reep is a registered investment advisor at Tucker Asset Management LLC, based in Littleton, CO, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,960 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a percentage of your portfolio each year, not to exceed 2.00%. The specific rate is determined on a client-by-client basis, considering factors like complexity and assets under management. For accounts over $10,000, TAM also charges an administrative and technology fee of up to $100 per account annually, billed monthly. Fees are billed monthly in arrears based on the average daily balance. TAM may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
1520 West Canal Court, Suite 100, Littleton, CO, 80120
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2003Customer Dispute
October 2001Other 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
Previous Registrations
Reep Wealth Management, INC.
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Uvest Financial Services And/or Compass Capital
Ncf Financial Services, INC.
Banc of America Investment Services, INC.
State Registrations1 state
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.