Thomas Tucker is a registered investment advisor at Henry Bragg & CO., based in Houston, TX, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for portfolio advisory services is never more than 1.25% of the market value of client assets under management. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Houston, TX
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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 ActivitiesSells Insurance
Thomas is an independent insurance agent selling life insurance since 2013. This activity takes minimal time.
Employment History
Current Registrations
Henry Bragg & CO.
Champion Advisors LLC
Previous Registrations
Champion Advisors LLC
Capital Management Advisors LP
American General Securities Incorporated
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.