David Barr
David Barr is a registered investment advisor at Tucker Asset Management LLC, based in Littleton, CO, with 19 years of industry experience. David 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
1520 West Canal Court, Suite 100, Littleton, CO, 80120
Get directionsHistory
Regulatory History (2)
Regulatory
March 2016Judgment / Lien
June 1998Other Business ActivitiesSells Insurance
David is the owner/agent of Dave Barr CLU LLC, selling life, disability, health, and annuity insurance products since January 2020. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Park Avenue Securities LLCBroker
1717 Capital Management CompanyBroker
Princor Financial Services CorporationBroker
Century Investors of America, INC.Broker
Mutual Service CorporationBroker
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.