Actitrust Wealth Management LLC
Assets Under Management
$123.9M
Number of Clients
112
Number of Advisors
5
Average Client AUM
$1.1M
AUM per Advisor
$24.8M
Compensation
Fee-Only (AUM)
About This Firm
ActiTrust Wealth Management LLC offers ongoing portfolio management services based on client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. ActiTrust may direct clients to third-party investment advisers and will be compensated via a fee share from the advisers.
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
Location
300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324