Blake Candreva
Blake Candreva is a registered investment advisor at Nevada Retirement Planners, LLC, based in Reno, NV, with 9 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1100 Caughlin Crossing, Suite 60, Reno, NV, 89519
Get directionsHistory
Regulatory History (1)
Criminal
February 2005Other Business ActivitiesSells Insurance
Blake is an insurance agent with Nevada Senior Advisors, LLC, selling insurance products since March 2020. This activity takes about half of Blake's time, including time during securities trading hours.
Employment History
Current Registrations
Nevada Retirement Planners, LLC
Previous Registrations
Gradient Securities, LLCBroker
Nevada Retirement Planners, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Nylife Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 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.