BV

Blaine Henry Vose

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
1,375 clients
Average Client Portfolio
$332K average
Assets Under Management
$456.9M

Fee Structure

Minimum Investment:$500
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.85%
$5.0M - $6.0M0.80%
$6.0M - $7.0M0.75%
$7.0M - $8.0M0.70%
$8.0M - $9.0M0.65%
$9.0M - $10.0M0.60%
$10.0M - $11.0M0.55%
$11.0M - $12.0M0.50%
$12.0M - $13.0M0.45%
$13.0M - $14.0M0.40%
$14.0M - $15.0M0.35%
$15M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Tactive charges an annual fee based on your portfolio size for the Advisor Advice package (see table above). The TRA package has an annual fee of 0.75%. Both packages require a minimum balance of $500. Fees are calculated and paid monthly in arrears, based on the average daily balance. Tactive may also charge an additional fixed fee for financial planning services.

Areas of Practice
Investment Management
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Advisor Information

Office location

Las Vegas, NV

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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

Blaine receives commissions on closed life insurance products.

Employment History
Current Registrations
Tactive Advisors, LLC
July 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.
Blaine Henry Vose - Financial Advisor | AdvisorDiscover