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Alixandria Tucci

Advisor at PCM Encore, LLC

Updated today
PCM Encore, LLC logo

Firm

PCM Encore, LLC

Location

Charlotte, NC

Credentials

CFP®, Series 63, Series 65

Industry experience

10 years

About

Alixandria Tucci is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. Her prior roles include positions at Q3 Advisors, LLC, Facet Wealth, and Vanguard. Outside of finance, she operated Queen City Pet Sitting for six years. PCM Encore, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax efficiency, managing portfolios with a combination of passive funds, active managers, and private investments.

Client services

Based on PCM Encore, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on PCM Encore, LLC

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001 - $250,000,000: 0.25% Above $250,000,000+: 0.20%

Commissions

Certain Access Persons offer insurance products under separate commission-based arrangements

Other

Minimum fee: Financial planning and consulting fees range from $1,000 to $5,000 (negotiable) Fee-only: Fixed fees for financial planning and consulting from $1,000 to $5,000 (negotiable)

Location

Charlotte, NC

Most active in

North Carolina

Work history

PCM Encore, LLC

2025 - Present (1 year)

Q3 Advisors,LLC

2024 - 2025 (1 year)

Facet Wealth

2020 - 2024 (4 years)

SELF EMPLOYED

2017 - 2018 (1 year)

NC YMCA

2016 - 2017 (1 year)

Queen City Pet Sitting

2016 - 2022 (6 years)

Vanguard

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew D

Series 65

Charlotte, NC

Lake Effect Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Stephen B

CFP®

Charlotte, NC

Flat Fee Financial LLC

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Inherited wealth Student loan debt Dentist Baby Boomers (Born 1946-1964)
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David H

Series 63, Series 65

Indian Trail, NC

Cornerstone Investment Services, Inc.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Founder/Business Owner
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Dana G

Series 65

Charlotte, NC

Goldfarb Wealth Advisors

Passive / index investing Tax-loss harvesting Wealth management
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Timothy P

CFP®, Series 63, Series 65

Concord, NC

360 Aviation Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot
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Drew W

CFP®, Series 63, Series 65

Charlotte, NC

Ocean Advisors, LLC

Options & derivatives strategies Income planning
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