Michelle Tucker
Michelle Tucker is a CFP, PFS-designated registered investment advisor at Chicago Partners Investment Group LLC, based in honolulu, HI, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,764 clients with $7.5B 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 | 1.25% |
Annual fees generally range between 0.30% and 1.25% based on asset size, account composition, and complexity. Fees are negotiable.
Fee Estimator
Location
201 merchant st #909, honolulu, HI, 96813
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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 Activities
Michelle works at Sterling & Tucker, LLP, an estate planning law firm, since 1991. She dedicates a few hours per week to this activity, meeting only with existing clients and not during market trading hours.
Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Chicago Partners Investment Group LLC
3d Wealth Advisors, INC.
Wealthcare Financial Services of Hawaii, LLC
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.