Jacobo Rimeris
Jacobo Rimeris is a registered investment advisor at Activest Wealth Management, LLC, based in Aventura, FL, with 10 years of industry experience. Jacobo 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.
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 →Other Business ActivitiesSells Insurance
Jacobo owns Parnasa Lechaim LLC, a non-investment related management consulting company, and devotes minimal time to it. He also owns Life Insurance Arve LLC, specializing in life insurance consulting, and spends minimal time on this activity as well.
Employment History
Current Registrations
Activest Wealth Management, LLC
State Registrations2 states
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