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Igor Shaykevich

Tucker Asset Management LLC
13 Years of Experience
Glendale, WI
4 DisclosuresSells Insurance
View SEC Summary
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Igor Shaykevich is a registered investment advisor at Tucker Asset Management LLC, based in Glendale, WI, with 13 years of industry experience. Igor 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

5205 N Ironwood Rd, Suite 102, Glendale, WI, 53217

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History

Regulatory History (4)
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
November 2020
Final
Regulatory
August 2020
Pending
Customer Dispute
January 2020
Settled
Customer Dispute
January 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Igor operates Independent Solutions, selling insurance and other non-securities related products since 2001. He also works as an engineering contractor for 1st Tech Staffing on an as-needed basis.

Employment History
Current Registrations
Tucker Asset Management LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
New England SecuritiesBroker
June 2002 - October 2004 · 2 yrs 4 mos
World Group Securities, INC.Broker
April 2002 - June 2002 · 2 mos
Wma Securities, INC.Broker
June 1996 - April 2002 · 5 yrs 10 mos
State Registrations1 state
WI
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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