Arianna Kaufman is a registered investment advisor at Activest Wealth Management, LLC, based in Aventura, FL, with 2 years of industry experience. Arianna 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 →Employment History
Current Registrations
Activest Wealth Management, LLC
Previous Registrations
Puente Asesoramiento De Inversiones, LLC
Puente Servicios Financieros LLCBroker
Larrainvial Securities US LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.