TK
TK

Tucker Konczak

1 Year of Experience
Overton, TX

Tucker Konczak is a registered investment advisor at Pistol Hill Capital, based in Overton, TX, 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 High Net Worth, Investment Management. Their firm serves 20 clients with $1.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$61K average
Assets Under Management
$1.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

Fees are negotiable. If client engages in ARMOR, this will result in an additional 0.36% fee per year.

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

13285 Us Highway 259 N, Overton, TX, 75684

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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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Other Business Activities

Tucker works as a junior analyst at e360 Power, an asset management firm. This is a full-time commitment.

Employment History
Current Registrations
Pistol Hill Capital
August 2024 - Present · 1 yr 9 mos
State Registrations2 states
FLTX
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.