Tucker Hutchinson is a CFA-designated registered investment advisor at Two Three Five, based in Chicago, IL, with 4 years of industry experience. Tucker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 29 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
235 Wealth Management offers Comprehensive Portfolio Management, where the annual fee will not exceed 1.50%. The fees are negotiable and determined on a case-by-case basis, based on the scope and complexity of the client's investment objectives. Fees are billed monthly in advance, based on the value of the account on the last day of the previous month.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Two Three Five
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
State Registrations3 states
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