Tactivest, LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Tactivest creates an Investment Policy Statement for each client. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Tactivest also participates in the Model Marketplace and/or uses tax management tools of Altruist LLC.
Assets Under Management$130M
Clients180
Advisors6
Avg. per Client$710K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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