Arielle Tucker is a CFP-designated registered investment advisor at Mindful Wealth LLC, based in Uster, with 4 years of industry experience. Arielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 72 clients with $36M 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 $2.0M | 0.70% |
| $2M+ | 0.50% |
Additional annual financial planning fee applies, ranging between $5,000 and $50,000. Initial onboarding fees may also apply, up to one quarter of the annual comprehensive fee. Fees are negotiable.
Fee Estimator
Contact
Arielle Tucker
Location
Uster
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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
Arielle creates content for a website about cross-border financial topics and works as an Enrolled Agent providing tax preparation and consulting. These activities take about 10% and 5% of her time, respectively, and may present a conflict of interest.
Employment History
Current Registrations
Mindful Wealth
Previous Registrations
Connected Financial Planning
White Lighthouse Investment Management, INC.
State Registrations1 state
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