Glen Kavanagh
Glen Kavanagh is a registered investment advisor at Tucker Asset Management LLC, based in Salt Lake City, UT, with 3 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M 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 | 2.00% |
Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.
Fee Estimator
Location
Salt Lake City, UT
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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
Glen is an insurance agent brokering non-registered products with outside carriers, dedicating about 10-20% of his time to this activity. He is also the owner of Senior State Benefits LLC, which is currently dormant and requires minimal time.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Encompass More Asset Management LLC
Verity Asset Management
Verity Investments, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations2 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.
Exams
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