TrueAdvisor
TrueAdvisor
DZ
DZ

David Zamora

Tucker Asset Management LLC
11 Years of Experience
Austin, TX
Sells Insurance
View SEC Summary
View SEC Summary

David Zamora is a registered investment advisor at Tucker Asset Management LLC, based in Austin, TX, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M in assets under management.

Tucker Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,960 clients
Average Client Portfolio
$204K average
Assets Under Management
$603.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13785 Research Blvd., Suite 125, Austin, TX, 78750

Get directions

History

Regulatory History
Clean regulatory record

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

David is a licensed Certified Public Accountant, though he is not currently offering services. He also sells insurance products, including fixed life and annuity products, dedicating about half of his time to this activity.

Employment History
Current Registrations
Tucker Asset Management LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Creativeone Wealth, LLC
May 2023 - March 2024 · 10 mos
Townsquare Capital, LLC
July 2020 - June 2023 · 2 yrs 11 mos
Tucker Asset Management LLC
September 2017 - July 2020 · 2 yrs 10 mos
Planmember Securities Corporation
March 2006 - March 2008 · 2 yrs
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Austin, TX →All financial advisors in Texas →