Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
Panama City
Get directionsRegulatory History
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
Daniel is a Wealth Manager of ActiAdvisors Corp, a foreign corporation providing family offices and investment management services to non-U.S. high net worth individuals, families, and businesses.