Daniel Gentile is a registered investment advisor at Actitrust Wealth Management LLC, based in Panama City, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 110 clients with $140M 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% |
Advisory fees are negotiated up to a maximum of 2.50%. When ActiTrust directs clients to third-party investment advisers, clients pay ActiTrust its standard fee in addition to the third-party adviser's fee.
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Location
Panama City
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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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Daniel is a Wealth Manager of ActiAdvisors Corp, a foreign corporation providing family offices and investment management services to non-U.S. high net worth individuals, families, and businesses.
Employment History
Current Registrations
Actitrust 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
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