Christopher Maxwell Wharton

4 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth

Tucker Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,191 clients

Average Client Portfolio

$201K average

Assets Under Management

$640.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

1520 West Canal Court, Suite 100, Littleton, CO, 80120

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.

Other Business ActivitiesSells Insurance

Christopher holds a Life, Accident & Health insurance license in Colorado Springs since 2020. However, he is not actively selling insurance products and dedicates no time to this activity.