ActiTrust Wealth Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. ActiTrust creates an Investment Policy Statement for each client. ActiTrust may also direct clients to third-party investment advisors. ActiTrust generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Fee Structure
ActiTrust Wealth Management's advisory fees are negotiable up to a maximum of 2.50% of the value of your portfolio. The fee is calculated either using the value of your portfolio on the last business day of the prior billing period or using the average value of the assets for the month prior to the billing period. You can terminate the agreement with 30 days' written notice.