Igor Shaykevich
Igor Shaykevich is a registered investment advisor at Tucker Asset Management LLC, based in Glendale, WI, with 12 years of industry experience. Igor 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
5205 N Ironwood Rd, Suite 102, Glendale, WI, 53217
Get directionsHistory
Regulatory History (4)
Regulatory
November 2020Regulatory
August 2020Customer Dispute
January 2020Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Igor operates Independent Solutions, selling insurance and other non-securities related products since 2001. He also works as an engineering contractor for 1st Tech Staffing on an as-needed basis.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
New England SecuritiesBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
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.