Tucker Asset Management LLC

Assets Under Management

$640.8M

Number of Clients

3,191

Number of Advisors

61

Average Client AUM

$201K

AUM per Advisor

$10.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Tucker Asset Management LLC (TAM) is a wealth management firm offering investment management services through model portfolios and financial planning services. TAM provides discretionary management and may recommend third-party managers. Financial planning is included with investment management, but stand-alone financial planning is also available.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Loading...
Location

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

61 Advisors at this firm

Page 1 of 4
Tucker Asset Management Llc | TrueAdvisor