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Alfredo Yanes

Actitrust Wealth Management LLC
28 Years of Experience
Plantation, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

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 High Net Worth, Investment Management. Their firm serves 110 clients with $140M in assets under management.

Actitrust Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
110 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$140.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees are negotiated up to a maximum of 2.50%. When ActiTrust directs clients to third-party investment advisers, clients pay ActiTrust its standard fee in addition to the third-party adviser's fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Western International Securities
June 2012 - December 2018 · 6 yrs 6 mos
Western International Securities, INC.Broker
March 2012 - December 2018 · 6 yrs 9 mos
Suntrust Investment Services, INC.
August 1999 - March 2012 · 12 yrs 7 mos
Suntrust Investment Services, INC.Broker
July 1999 - March 2012 · 12 yrs 8 mos
Barnett Investments, INC.Broker
August 1997 - March 1998 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - October 1995 · 1 yr 1 mo
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
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