Matt Tucker
Matt Tucker is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Leawood, KS, with 31 years of industry experience. Matt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
4000 West 114th St., Suite 150, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations34 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.
Exams
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