Alexander Tuckman
Alexander Tuckman is a ChFC-designated registered investment advisor at Wealth Management Partners of Los Angeles, based in Encino, CA, with 8 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 202 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees are generally negotiable. When utilizing sub-advisor/co-advisor, the client may incur additional platform or sub-advisor/co-advisor fees. Total fees to client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Location
15760 Ventura Boulevard, Suite 700, Encino, CA, 91436
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Regulatory History
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
Alexander is a managing member of an LLC and owns two rental properties in California. He spends minimal time on rent collection and property maintenance.
Employment History
Current Registrations
Wealth Management Partners of Los Angeles
Previous Registrations
Providence Financial and Insurances, INC.
State Registrations1 state
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