Alfredo Yanes
Alfredo Yanes is a registered investment advisor at Actitrust Wealth Management LLC, based in Plantation, FL, with 28 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ActiTrust Wealth Management's advisory fees are negotiable up to a maximum of 2.50% of the value of your portfolio. The fee is calculated either using the value of your portfolio 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. You can terminate the agreement with 30 days' written notice.
Location
300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2021Other Business ActivitiesSells Insurance
Alfredo is affiliated with Balliage Investments, LLC and ActiTrust Wealth Management LLC. He also serves as Director/Secretary of Actiadvisors Corp, a foreign company, and is an independent licensed insurance agent, which presents a conflict of interest.
Employment History
Current Registrations
Actitrust Wealth Management LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Barnett Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.