Tucker Financial Group offers investment advice and manages portfolios for individuals and small businesses. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Tucker Financial Group also provides financial planning consulting services, including risk assessment, investment planning, estate planning, and retirement planning. Tucker Financial Group may recommend a bundled fee program where investment advice and brokerage services are provided for a single fee.
Assets Under Management$270M
Clients1,982
Advisors3
Avg. per Client$140K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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