Shuka Rassouli is a registered investment advisor at Tactivest, LLC, based in San Francisco, CA, with 3 years of industry experience. Shuka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable. Flat fee billing may be applied for a number of clients.
Fee Estimator
Location
San Francisco, CA
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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.
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Shuka is a 25% shareholder and employed as an attorney at Wayne R. Johnson & Associates, PLC, a California professional law corporation. This activity is not investment-related.
Employment History
Current Registrations
Tactivest, LLC
State Registrations1 state
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