Tracy Tamura
Tracy Tamura is a ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Martinez, CA, with 6 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Martinez, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Liberty Wealth Management, LLC
Hansen & Associates Financial Group INC.
State Registrations1 state
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