Glen Mcgaha is a registered investment advisor at Tucker Asset Management LLC, based in Apollo Beach, FL, with 9 years of industry experience. Glen 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
100 Frandorson Circle, Suite 101, Apollo Beach, FL, 33572
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tucker Asset Management LLC
State Registrations1 state
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