John Taylor
John Taylor is a CFP-designated registered investment advisor at Tucker Asset Management LLC, based in Sandy, UT, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 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
TAM charges a percentage of your portfolio each year, not to exceed 2.00%. The specific rate is determined on a client-by-client basis, considering factors like complexity and assets under management. For accounts over $10,000, TAM also charges an administrative and technology fee of up to $100 per account annually, billed monthly. Fees are billed monthly in arrears based on the average daily balance. TAM may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
Sandy, UT
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Regulatory History (1)
Employment Separation After Allegations
January 2022Other Business ActivitiesSells Insurance
John is the President & CEO of Heritage Financial Place, Inc. since 1997, where he dedicates full-time hours to insurance sales and services.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
Kalos Management
Financial Network Investment Corporation
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.