Frances Longshore is a CFP-designated registered investment advisor at Tucker Asset Management LLC, based in Houston, TX, with 37 years of industry experience. Frances operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,960 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a percentage of your portfolio each year, not to exceed 2.00%. The specific rate is determined on a client-by-client basis, considering factors like complexity and assets under management. For accounts over $10,000, TAM also charges an administrative and technology fee of up to $100 per account annually, billed monthly. Fees are billed monthly in arrears based on the average daily balance. TAM may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
10497 Town and Country Way, Suite 400, Houston, TX, 77024
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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
Frances sells Medicare Supplement, fixed annuities, fixed insurance, and long-term care insurance. She is also the Owner/President of Longshore Financial Group, where she dedicates about two-thirds of her time to insurance sales.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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