Lotay Yang is a CFP-designated registered investment advisor at Black Card Circle, based in Las Vegas, NV, with 22 years of industry experience. Lotay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 383 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lotay is an insurance agent selling life insurance and fixed annuities, dedicating about a quarter of their time to this. Lotay is also an actor and executive producer for a film, spending minimal time on these activities.
Employment History
Current Registrations
Black Card Circle
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Transamerica Financial Advisors, INCBroker
Financial Network Investment CorporationBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Olde Discount CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.