Jonathan Pace is a registered investment advisor at Tactive Advisors, LLC, based in Sarasota, FL, with 7 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,568 clients with $620M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Standard fee schedule for the Advisor Advice package. The automated robo-advisor package charges a flat 0.75% annual fee.
Fee Estimator
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
Get directionsHistory
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
Jonathan is the Founder & Financial Professional at Pace Financial and Insurance Services since February 2019, focusing on insurance sales. This takes about half of Jonathan's time, with additional time spent during trading hours.
Employment History
Current Registrations
Tactive Advisors, LLC
Previous Registrations
Capital Management Services, INC.
Ae Wealth Management, LLC
State Registrations1 state
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
More Advisors
- Rodney WatkinsTactive Advisors, LLC
- Jon LeeTactive Advisors, LLC
- Dean Mackey, CFPEdward Jones
- Daniel Vigne, CFPJ.P. Morgan Securities LLC
- Amy Magnotta, CFASeeds
- Austin Pickle, CFASeia