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Ryan Tucker

13 Years of Experience
Midvale, UT
Broker

Ryan Tucker is a registered investment advisor at Mhl Tamp, based in Midvale, UT, with 13 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K0.68%
$25K - $50K0.68%
$50K - $100K0.58%
$100K - $250K0.48%
$250K - $1.0M0.38%
$1.0M - $5.0M0.28%
$5M+0.18%

Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6900 South 900 East, Suite 200, Midvale, UT, 84047

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan is involved in several business activities, including real estate ventures, music performance, rental property management, and receiving referral fees from TomiPlan. He also acts as a marketing broker for J2BC LLC, connecting them with medical facilities, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Mhl InvestmentsBroker
January 2018 - Present · 8 yrs 10 mos
Everspire
July 2017 - Present · 9 yrs 4 mos
Previous Registrations
Dfpg Investments, INC.Broker
July 2017 - November 2017 · 4 mos
TD Ameritrade Investment Management, LLC
January 2013 - June 2017 · 4 yrs 5 mos
TD Ameritrade, INC.
January 2013 - June 2017 · 4 yrs 5 mos
TD Ameritrade, INC.Broker
December 2012 - June 2017 · 4 yrs 6 mos
State Registrations18 states
AZCACOFLIDILMDMTNJNVNYOKORPATNTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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