Isaac Wakszol is a registered investment advisor at Activest Wealth Management, LLC, based in Aventura, FL, with 16 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 530 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
All fees are negotiable.
Fee Estimator
Location
20900 NE 30 Avenue, Suite 311, Aventura, FL, 33180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Isaac is the Owner and President of MEOD 26, Inc., a management consulting company, where he spends about 10-20% of his time. He also manages several real estate holding companies and has partial ownership in a land development company, dedicating minimal time to these ventures.
Employment History
Current Registrations
Activest Wealth Management, LLC
Previous Registrations
Independent Financial Partners
State Registrations2 states
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