Andrew Stout
Andrew Stout is a registered investment advisor at Tactivest, LLC, based in San Francisco, CA, with 28 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable. Flat fee billing may be applied for a number of clients.
Fee Estimator
Location
San Francisco, CA
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2019Judgment / Lien
April 2018Judgment / Lien
March 2017Other Business ActivitiesSells Insurance
Andrew is involved with several charitable organizations as a board member or president. He is also a licensed insurance agent and the Founder & CEO of CamDay LLC and Acacia Private Wealth, dedicating full-time hours during trading hours and about half his time outside trading hours to these ventures.
Employment History
Current Registrations
Tactivest, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citicorp Investment Services
Cal Fed InvestmentsBroker
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Wells Fargo Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.