CT
CT

Christopher Tucker

6 Years of Experience
Waxahachie, TX

Christopher Tucker is a registered investment advisor at Legacy Wealth Advisors, INC., based in Waxahachie, TX, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 185 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
185 clients
Average Client Portfolio
$270K average
Assets Under Management
$49.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $750K1.50%
$750K - $1.0M1.25%
$1.0M - $10.0M1.00%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

408 Water Street, Waxahachie, TX, 75165

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 Activities

Christopher owns and operates Chris' Christmas Lights, installing Christmas lights as a seasonal business. He spends about 10-20% of his time on this activity during November and no time during trading hours.

Employment History
Current Registrations
Legacy Wealth Advisors, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Legacy Wealth Advisors, INC.
August 2016 - December 2018 · 2 yrs 4 mos
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.