Advisor at Optivise Advisory Services LLC
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Firm
Optivise Advisory Services LLC
Location
Scotts Hill, TN 38374
Credentials
CFP®, Series 63
Industry experience
28 years
Judith Tucker is a CFP® with 28 years of industry experience, currently serving at Optivise Advisory Services LLC since 2020. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of financial advising, she owns a tanning salon and works as an independent insurance agent. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm utilizes both internally developed models and third-party sub-advisors, offering a range of investment options alongside technology-driven reporting and a subscription-based billing model for employer plan services.
Based on Optivise Advisory Services LLC
Based on Optivise Advisory Services LLC
Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis
$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)
Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties
Up to $200 per hour for specific financial planning services
Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services
Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice
10145 Hwy 144 W
Scotts Hill, TN 38374
Tennessee
Optivise Advisory Services
2020 - Present (6 years)
Mass Mutual Investors Services
2017 - 2020 (3 years)
MassMutual Life Insurance co
2016 - 2020 (4 years)
METLIFE SECURITIES Inc
2016 - 2017 (1 year)
Rental Apartment
2013 - Present (13 years)
J.D. Tucker Financial Services
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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