Tucker Asset Management (TAM) is a wealth management firm offering investment management and financial planning services. TAM provides model portfolio selection, potentially using third-party managers or advisor-managed models. They determine client objectives and risk tolerance through discussions and questionnaires. Financial planning services are included with investment management, but standalone financial planning is also available. TAM also offers retirement plan advisory services to employer plan sponsors and consulting services on specific financial topics.
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.