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Blaine Vose

Advisor at Tactive Advisors, LLC

Updated today
Tactive Advisors, LLC logo

Firm

Tactive Advisors, LLC

Location

Las Vegas, NV

Credentials

Series 65, Series 66

Industry experience

2 years

About

Blaine Vose is a financial advisor at Tactive Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Gifford Planning Strategies. His prior roles span from 2012 to the present, primarily within advisory firms. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform alongside sub-advisory and TAMP services, managing portfolios through tactical asset allocation with mutual funds, ETFs, and occasionally short positions or options.

Client services

Based on Tactive Advisors, LLC

Portfolio management

Expertise

Based on Tactive Advisors, LLC

Active portfolio management Factor investing / smart beta Options & derivatives strategies

Fee options

Fixed

Fixed fees may be charged for financial planning services in addition to advisory fees.

Percentage

$0.00 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000 - $5,999,999: 0.80% $6,000,000 - $6,999,999: 0.75% $7,000,000 - $7,999,999: 0.70% $8,000,000 - $8,999,999: 0.65% $9,000,000 - $9,999,999: 0.60% $10,000,000 - $10,999,999: 0.55% $11,000,000 - $11,999,999: 0.50% $12,000,000 - $12,999,999: 0.45% $13,000,000 - $13,999,999: 0.40% $14,000,000 - $14,999,999: 0.35% $15,000,000+: 0.30%

Other

Account minimum: $500 Minimum fee: $500 minimum balance for Tactive Robo-Advisor (TRA) and Advisor Advice packages Fee-only: Annual fees as percentage of assets under management based on tiered schedule; no commissions charged.

Location

Las Vegas, NV

Most active in

Nevada

Work history

Tactive

2023 - Present (3 years)

Tactive

2022 - 2023 (1 year)

Gifford Planning Strategies

2021 - 2022 (1 year)

Raymond James Financial Services, Inc.

2019 - 2021 (2 years)

N/a

2019 - 2019 (1 year)

The Gifford Group LLC

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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