RT
RT

Ryan Tucker

13 Years of Experience
Midvale, UT
Broker

Ryan Tucker is a registered investment advisor at Mhl Tamp, based in Midvale, UT, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

MHL TAMP charges a percentage of the assets it manages for you, called a "strategy fee." This fee covers designing investment models, due diligence, trading, and reporting. The amount you pay depends on the investment strategy you choose and the amount you invest. There is also a $15/month administrative fee.

Here are some examples of the annual strategy fees:

  • ACCESS and Custom Investments: 0.68% (minimum $25,000)
  • Fundamental (Diversified Alternative Investment Portfolios): 0.58% (minimum $50,000)
  • Nexus (Diversified Alternative Investment Portfolios): 0.48% (minimum $100,000)
  • Asymmetric (Diversified Alternative Investment Portfolios): 0.38% (minimum $250,000)
  • Legacy (Diversified Alternative Investment Portfolios): 0.28% (minimum $1,000,000)
  • Endowment (Diversified Alternative Investment Portfolios): 0.18% (minimum $5,000,000)
Loading...

Location

6900 South 900 East, Suite 200, Midvale, UT, 84047

Get directions

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.

Learn about disclosures →
Other Business Activities

Ryan is involved in several business activities, including real estate ventures, music performance, rental property management, and receiving referral fees from TomiPlan. He also acts as a marketing broker for J2BC LLC, connecting them with medical facilities, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Mhl InvestmentsBroker
January 2018 - Present · 8 yrs 3 mos
Everspire
July 2017 - Present · 8 yrs 9 mos
Previous Registrations
Dfpg Investments, INC.Broker
July 2017 - November 2017 · 4 mos
TD Ameritrade Investment Management, LLC
January 2013 - June 2017 · 4 yrs 5 mos
TD Ameritrade, INC.
January 2013 - June 2017 · 4 yrs 5 mos
TD Ameritrade, INC.Broker
December 2012 - June 2017 · 4 yrs 6 mos
State Registrations18 states
AZCACOFLIDILMDMTNJNVNYOKORPATNTXUTWA
AdvisorBrokerBoth

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.