Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
112 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Advisory fees are negotiated up to a maximum of 2.50%. The fee is calculated using the value of the assets on the last business day of the prior billing period or using the average value of the assets for the month prior to the billing period. Clients may terminate the agreement without penalty for a full refund of ActiTrust's fees within five business days of signing the Investment Advisory Contract. There is no account minimum.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324

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Regulatory History (1)
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
July 2021
Settled
Other Business ActivitiesSells Insurance

Alfredo is affiliated with Balliage Investments, LLC and ActiTrust Wealth Management LLC. He also serves as Director/Secretary of Actiadvisors Corp, a foreign company, and is an independent licensed insurance agent, which presents a conflict of interest.

Employment History
Current Registrations
Actitrust Wealth Management LLC
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Western International Securities
June 2012 - December 2018 · 6 yrs 6 mos
Western International Securities, INC. Broker
March 2012 - December 2018 · 6 yrs 9 mos
Suntrust Investment Services, INC.
August 1999 - March 2012 · 12 yrs 7 mos
Suntrust Investment Services, INC.Broker
July 1999 - March 2012 · 12 yrs 8 mos
Barnett Investments, INC.Broker
August 1997 - March 1998 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1994 - October 1995 · 1 yr 1 mo
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.