James Tuccori
James Tuccori is a registered investment advisor at Retirement Systems LLC, based in Chicago, IL, with 7 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 172 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Chicago, IL
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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 ActivitiesSells Insurance
James works as an insurance agent for Retirement Systems LLC dba Advanced Advisor since 2021, selling insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Retirement Systems LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations7 states
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.