Jon R Lee

Tactive Advisors, LLC

32 Years of Experience

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Firm Information

Tactive Advisors, LLC

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 Management	Annual Fee
Up to $500K	1.50%
$500K - $1000K	1.25%
$1.0M - $2.0M	1.15%
$2.0M - $3.0M	1.00%
$3.0M - $4.0M	0.90%
$4.0M - $5.0M	0.85%
$5.0M - $6.0M	0.80%
$6.0M - $7.0M	0.75%
$7.0M - $8.0M	0.70%
$8.0M - $9.0M	0.65%
$9.0M - $10.0M	0.60%
$10.0M - $11.0M	0.55%
$11.0M - $12.0M	0.50%
$12.0M - $13.0M	0.45%
$13.0M - $14.0M	0.40%
$14.0M - $15.0M	0.35%
$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.

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Areas of Practice

Investment Management

Advisor Information

Office location

1990 Main Street, Suite 750, Sarasota, FL, 34236

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Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2023

Settled

Customer Dispute

June 2022

Settled

Customer Dispute

October 2005

Denied

Customer Dispute

April 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jon is a partner at LCM Capital Advisors, doing business as LCM Capital Securities, and securities are offered through American Global Wealth Management, Inc. He dedicates about a third of his time to this investment-related business.