Assets Under Management
$123.9M
Number of Clients
112
Number of Advisors
5
Average Client AUM
$1.1M
AUM per Advisor
$24.8M
Compensation
Fee-Only (AUM)
ActiTrust Wealth Management LLC offers portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. ActiTrust may also direct clients to third-party investment advisers. They generally limit investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, and private placements.
300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324