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Ryan Tape

11 Years of Experience
Las Vegas, NV
Sells Insurance

Ryan Tape is a registered investment advisor at Black Card Circle, based in Las Vegas, NV, with 11 years of industry experience. Ryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
383 clients
Average Client Portfolio
$218K average
Assets Under Management
$83.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiable in certain circumstances.

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

Las Vegas, NV

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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 ActivitiesSells Insurance

Ryan is an insurance agent selling insurance for various carriers since 2015. He also serves as Treasurer for the Gold Coast Golf Association, dedicating a few hours per week to managing the club's balance sheet.

Employment History
Current Registrations
Black Card Circle
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Waddell & Reed
May 2015 - February 2018 · 2 yrs 9 mos
Waddell & ReedBroker
March 2015 - February 2018 · 2 yrs 11 mos
State Registrations1 state
CA
Advisor

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.