Gulam Amir Fazel

29 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth

Tucker Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,191 clients

Average Client Portfolio

$201K average

Assets Under Management

$640.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

1520 West Canal Court, Suite 100, Littleton, CO, 80120

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2015

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gulam is a managing member of USA Tax & Income Planning, a tax preparation service, and Gulam Fazel Wealth Management Group, LLC, a DBA for Retirement Wealth Advisors. He also manages real estate investments through Global Properties Group and Property Access Sales Solutions, LP, and owns two insurance agencies: Ideal Global Brokerage, LLC and Asset & Income Protection, LLC.