Patrick Tucker
Patrick Tucker is a registered investment advisor at True Measure Wealth Management, based in Omaha, NE, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 105 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees charged may be negotiated. Such fees may differ based upon a number of factors, including, but not limited to, the type of account, the size of the account, and the number and range of supplemental advisory and client-related services to be provided by True Measure Wealth Management to the client. All accounts owned by the client and managed by True Measure Wealth Management will be aggregated to determine a discount, if any, to be applied to the management fee.
Fee Estimator
Location
144 S. 39th Street, Omaha, NE, 68131
Get directionsHistory
Regulatory History (2)
Regulatory
April 2024Customer Dispute
December 2001Other Business Activities
Patrick owns and teaches online courses for financial advisors through True Measure Advisors (TMA, LLC). He also owns Patrick Tucker, LLC, which provides online courses for entrepreneurs, and MOM3NTM, LLC, which offers social media marketing and consultation services.
Employment History
Current Registrations
True Measure Wealth Management
Previous Registrations
Spectrum Capital, INC.Broker
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.