Marion Tucker
Marion Tucker is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Dunwoody, GA, with 24 years of industry experience. Marion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
127 Perimeter Center West, Dunwoody, GA, 30346-1223
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2019Financial
December 2016Other Business Activities
Marion consults on spiritual matters through Liberty International Network. This activity is not investment related.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations21 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.