Tucker Asset Management offers wealth management services, including model portfolio selection, ongoing investment management, and holistic financial planning. Tucker Asset Management builds customized investment portfolios using mutual funds, exchange-traded funds, alternative investments, structured notes, and individual stocks and bonds. Advisors at Tucker Asset Management take a top-down macroeconomic approach to determine asset allocation and manage accounts on a discretionary basis, meaning they make day-to-day trading decisions on your behalf based on your agreed-upon goals and risk tolerance. Financial planning is included at no additional cost for investment management clients, covering retirement planning, tax strategies, estate planning, cash flow, and insurance reviews. Standalone financial planning and consulting services are also available for clients who do not want investment management. The firm specializes in working with individuals, high-net-worth families, trusts, and business owners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.