Bret Ferrante is a registered investment advisor at Black Card Circle, based in Las Vegas, NV, with 12 years of industry experience. Bret 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
Bret is a partner in a residential real estate rental company since 2005 and an insurance agent selling life insurance and annuities since 2019, dedicating about 10-20% of his time to the latter. He also serves as a board member for the Rotary Club of Greater Van Nuys and is on the finance committee for Rotary District 5280, dedicating minimal time to the latter.
Employment History
Current Registrations
Black Card Circle
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.