Michael Tucker
Michael Tucker is a registered investment advisor at Simplicity Wealth, based in Stephenville, TX, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
801 S Harbin, Stephenville, TX, 76401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the Vice President of Insurance Planners-Advisors Group, Inc., an insurance agency, dedicating nearly full-time hours to selling insurance. He also owns Tucker Ranch, raising and selling horses, and serves on the Texan Club Board of Directors for Tarleton State University, dedicating minimal time to this role.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Horter Investment Management, LLC
Investment Advisors
Proequities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Resource Horizons Group LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services, INC.Broker
Nylife Securities INC.Broker
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.