Aria Alvarez
Aria Alvarez is a registered investment advisor at Actify Investor Retirements, LLC, based in Peachtree Corners, GA, with 1 years of industry experience. Aria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 395 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Actify Investor Retirements charges different fees depending on whether you're a retirement plan client or an individual in their IRA program.
Retirement Plan Clients:
- 1.00% of the value of your portfolio for plans with less than $250,000 in assets.
- 0.50% of the value of your portfolio for plans with more than $250,001 in assets.
- An additional 0.25% of the value of your portfolio may be added if Actify is appointed as a Section 3(38) Investment Manager, with a minimum annual fee of $1,500.
IRA Program Participants:
- 0.85% of the value of your investments per year
- $48 annual account recordkeeping fee
- 0.15% of the value of your investments per year for custody and trade fees
Location
230 Scientific Drive, Suite 100, Peachtree Corners, GA, 30092
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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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Current Registrations
Actify Investor Retirements, LLC
State Registrations9 states
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