Like to invest in low cost ETF’s and mutual funds? We’ve got the models for you.
The Hands-off investor
Low annual fee of 0.50%
Account balance billed quarterly: January - 0.125%, April - 0.125%, July - 0.125%, October - 0.125%
Portfolios created by TFG and made up of low cost ETF’s and mutual funds.
The passive investor approach has been
Models created and managed by Tucker Financial Group
Great for the new investor just getting started.
Reviews by phone around your busy schedule
How it works
Let us get to know you.
What are your plans and financial goals? What is your risk tolerance? A few questions goes a long way in getting to know you.
We’ll build a portfolio for you.
Our portfolios are tailored to fit you, not the other way around. We dig deeper to find the best investments for you, then make sure you understand why.
get to work for you.
We take an active approach to long term investing and do all our own research.