Trajko Papuckoski
Trajko Papuckoski is a registered investment advisor at Advice and Planning Services, based in Frisco, TX, with 21 years of industry experience. Trajko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,807 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
3965 Dallas Parkway, Frisco Regional, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
Financial
July 2020Other Business Activities
Trajko is a board member of The Nativity of the Blessed Virgin Mary Macedonian Orthodox Church and the treasurer for Saints Constantine & Helen Antiochian Orthodox Church. These volunteer activities require minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Previous Registrations
Fisher Investments
Farmers Financial Solutions, LLCBroker
First Allied Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
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Summit Brokerage Services, INC.Broker
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Keeley Asset Management CORP
Keeley Investment CORP.Broker
Cetera Investment Advisers LLC
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Fifth Third Securities, INC.Broker
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Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations51 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.