Ivan Acimovic
Ivan Acimovic is a registered investment advisor at Truist Advisory Services, INC., based in Miami Beach, FL, with 3 years of industry experience. Ivan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
1220 17th Street, Suite 104, Miami Beach, FL, 33139
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2026Other Business Activities
Ivan is the owner of Apartments Acimovic LLC, generating rental income from apartments owned by his parents. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
- Jamel Gordon, CFPRose Capital Advisors, LLC
- Christopher Cercy, CFPFierce Financial Group LLC
- Peter Wolk, ChFCOnedigital
- Benjamin Hein, CFA, CFPOac Capital Advisors LLC
- Lawrence Weller, CFP, ChFCEcf Wealth, INC.
- Brett Rubinson, CFAPathstone