Judith Tucker
Judith Tucker is a CFP-designated registered investment advisor at Optivise Advisory Services LLC, based in Scotts Hill, TN, with 29 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M 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 | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
Location
10145 Hwy 144 W, Scotts Hill, TN, 38374
Get directionsHistory
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
Judith is an independent insurance agent with Tucker Insurance since 1998, dedicating about 10-20% of her time to this role. She is also a notary public, owns a tanning salon, and may receive commissions for physical gold or silver purchases through third parties.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
William E. Hopkins & Associates, INC.Broker
Cardinal Investments, 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.