Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
Middleton, WI
Get directionsRegulatory History
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Joseph is an advisor with International Assets Investment Management LLC since 2021, spending about 10-20% of his time there. He is also an owner/producer for Arrow Advisors, a private label entity for insurance/investment business, dedicating about half his time to this role.