Kay-Anne Imperial
Kay-Anne Imperial is a registered investment advisor at Black Card Circle, based in Las Vegas, NV, with 9 years of industry experience. Kay-Anne 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2019Other Business ActivitiesSells Insurance
Kay-Anne is the Director of Client Services for PR Films LLC, a video and film production company, dedicating minimal time. She is also an insurance agent selling life insurance and annuities, and owns a residential rental property, dedicating about 10-20% of her time to each.
Employment History
Current Registrations
Black Card Circle
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.