Charles Giaquinto is a registered investment advisor at Tactive Advisors, LLC, based in Sarasota, FL, with 19 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,375 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
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Regulatory 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 →Employment History
Current Registrations
Tactive Advisors, LLC
Young America Capital, LLC
Young America Capital, LLCBroker
Previous Registrations
Paulson Investment Advisors, LLC
Paulson Investment Company LLCBroker
Wall Street AccessBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mkg Financial Group, INC.
Mkg Financial Group, INC.Broker
T3 Trading Group, LLCBroker
Monarch Bay Securities, LLCBroker
Meridian Equity Partners, INC.Broker
G-2 Trading,llcBroker
D.A. Davidson & CO.Broker
Auriga USA, LLCBroker
Henley & Company LLCBroker
Pershing Trading Company, L.P.Broker
Maria Fiorini Ramirez Securities, INC.Broker
Robb Peck Mccooey Clearing CorporationBroker
Miller Tabak Hirsch & CO.Broker
Murphy & DurieuBroker
Cedar Street Securities CORP.Broker
Banca Imi Securities CORP.Broker
State Registrations2 states
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