Actify Investor Retirements offers investment advice to retirement plans like 401(k)s and to individuals through IRA programs. For retirement plans, Actify provides investment options, and the client makes the final decisions. For individuals, Actify offers pre-screened funds and risk-based investment models. Actify also offers financial planning services outside of group retirement plans, including investment planning, insurance, tax, retirement, education, and debt/credit planning.
Assets Under Management$50M
Clients395
Advisors2
Avg. per Client$130K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
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
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