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Ashlyn Tucker

2 Years of Experience
Tucson, AZ

Ashlyn Tucker is a registered investment advisor at Rmh Investment Management, LLC, based in Tucson, AZ, with 2 years of industry experience. Ashlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 111 clients with $82M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
111 clients
Average Client Portfolio
$739K average
Assets Under Management
$82.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $3.0M0.60%
$3.0M - $10.0M0.50%
$10M+0.50%

Fees are negotiable for amounts over $10,000,000. Subject to a minimum annual fee of $300.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3430 E Sunrise Drive, Suite 180, Tucson, AZ, 85718-3236

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rmh Investment Management, LLC
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
Ashlyn Tucker - Financial Advisor | TrueAdvisor