Thomas Savino
Thomas Savino is a registered investment advisor at Tucker Asset Management LLC, based in Littleton, CO, with 15 years of industry experience. Thomas 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 (3)
Customer Dispute
April 2009Employment Separation After Allegations
May 1999Criminal
June 1975Other Business ActivitiesSells Insurance
Thomas sells insurance and fixed products. As part of his financial planning services, he may also include Medicare and elder care planning depending on client needs, dedicating nearly full-time hours to this business model.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Fusion Capital Management
American Investment Services
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.