Tucker Schumacher is a registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 1 years of industry experience. Tucker 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, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
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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
Tucker is the head coach for Lakeville South JV boys hockey, spending about a quarter of their time on duties such as creating practice plans, watching film, and coaching the team. Tucker also works full-time as a registered investment advisor (RIA) at Tradition Wealth Management, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations1 state
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