Alec P. Tuckman
Wealth Management Partners of Los Angeles, Inc.
15760 Ventura Boulevard
Suite 700
Encino, CA 91436
3109632532
About Wealth Management Partners of Los Angeles, Inc.
Wealth Management Partners of Los Angeles, Inc. is a boutique firm catering to the needs of those living in Southern California. We focus on the following four strategies:
1. Ideas to potentially get more stock market gains than investing in a typical index fund.
2. Risk mitigation strategies to avoid a devastating loss to your portfolio like we saw in 2008 (when the stock market went down 55%).
3. Tax planning ideas, including strategies if you do not qualify for a Roth IRA.
4. Creating income streams for retirees that last as long as you do.
We offer services that range from stocks and bonds to alternatives to risk mitigations techniques that can limit your downside risk in the stock market. We offer several hedging and buffered investment strategies where, depending on your goals, you may potentially be able to avoid the pain of a you may potentially be able to avoid the pain of a major loss in financial assets if the Stock Market were to go down around half like it did in 2002 with the Dot Com bubble and the 2008 Sub-prime meltdown. Want liquidity with those investments? Not a problem. We offer a host of different investment tools to help you attain your goals.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
2-4
automated call
Yes
CRD#
6770924
Firm CRD#
306780
Insurance License#
0I98164
Name of Broker/Dealer
Charles Schwab
Name of Custodial Firm
Charles Schwab
States Licensed in
CA, VA, PA
Years of Experience in Financial Services
10
Number of Years with Current Firm
6
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Foreign Languages Serviced
English, Tagalog
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AIF®, ChFC®, CRC®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Health, Annuity
Firm Information
Firm's Number of Clients
124
Firm's Number of Planning Clients
12
Firm's Number of Managed Clients
112
Assets Managed by Firm
$19,389,311
Advisor's Number of Clients
124
Advisor's Number of Managed Clients
112
Advisor's Number of Planning Clients
12
Total Assets Under Management by Advisor
$19,389,311
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
1%
Hourly Rate
$250.00
Additional Details on Charges
Our cost for a one time Financial Planning Only Client is a flat $3,000/plan. Financial Plans consist of a booklet of approximately 30-50 pages of chart and graph projections, including Monte Carlo simulations. We strongly recommend yearly updates since your plan is not static, just like your life is always changing.
Minimum Fee Charged for Hourly Planning Accounts
$250.00/hour
Education
Bachelor of the Arts - Liberal Arts
University of Wisconsin, Madison
08/01/1990 -12/31/1993
Chartered Financial Consultant - Finance
The American College of Financial Services
07/01/2020 -7/31/2021
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1889525/rothira-Wealth-Management-Partners-of-Los-Angeles,-Inc.-detailed-disclosure.html
Disclaimer
Third-Party Referral Disclosure. We may receive prospective client inquiries from third-party lead generation services, including WiserAdvisor. These services match individuals seeking financial guidance with advisors based on information provided by the user. We do not control the content, accuracy, or completeness of information submitted by prospective clients through these platforms. Any information received is subject to verification and further discussion before any advisory relationship is established. Our firm is an independent financial advisor and is not affiliated with or endorsed by WiserAdvisor. Any advisory relationship is established solely between our firm and the client, and not with any third-party referral service. No investment advice is provided until a formal advisory agreement has been executed. Referral and Compensation Disclosure. We may pay a fee to third-party referral services, including WiserAdvisor, for introducing prospective clients to our firm. Any such fees are paid by our firm and do not result in additional charges to the client. All advisory services are provided in accordance with applicable laws and regulations. Prospective clients are encouraged to review our Form ADV for additional information regarding our services, fees, and conflicts of interest. No Advisory Relationship. Submission of information through this form or any third-party platform does not establish an advisor-client relationship. An advisory relationship is only formed after all required documentation is completed and a formal agreement is signed.