Activest Wealth Management offers investment advice tailored to clients' needs. They provide discretionary portfolio management services, customizing portfolios based on risk tolerance and investment objectives. Activest also offers sub-advisory and consulting services to institutional clients, family office services, and financial planning services using eMoney software. They primarily advise on all types of securities.
Assets Under Management$1.5B
Clients530
Advisors12
Avg. per Client$2.8M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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