Benjamin Auman is a registered investment advisor at Tucker Financial Group, based in Montgomery, AL, with 4 years of industry experience. Benjamin 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 1,982 clients with $270M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Location
254 Winton Blount Loop, Montgomery, AL, 36117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tucker Financial Group
State Registrations1 state
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