Andrew Elison
Andrew Elison is a registered investment advisor at Tucker Asset Management LLC, based in Caldwell, ID, with 20 years of industry experience. Andrew 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
4603 Skyway St, Ste 103, Caldwell, ID, 83605
Get directionsHistory
Regulatory History (1)
Regulatory
November 2003Other Business ActivitiesSells Insurance
Andrew sells fixed insurance products through various insurance companies and works as a mortgage loan officer at 1st Mariner Bank since 2005. He also owns a farm that he rents out and raises cattle on, starting in 2007.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Beneficial Investment Services, INC.Broker
Capital Financial Services, INC.Broker
United Heritage Financial Services, INC.Broker
Intersecurities, INC.Broker
State Registrations2 states
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.