ActiTrust Wealth Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The registered investment advisor creates a personalized investment policy statement for every client and evaluates current investments against risk guidelines. Portfolio management includes investment strategy, asset allocation, asset selection, and regular portfolio monitoring. ActiTrust Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds including real estate investment trusts, equities, exchange-traded funds, inflation-linked bonds, non-United States securities, and private placements. Additionally, the firm may direct clients to third-party investment advisers and receives a fee share from those recommended advisers. ActiTrust Wealth Management works with individuals, high-net-worth individuals, corporations, and business entities with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees are negotiated up to a maximum of 2.50%. When ActiTrust directs clients to third-party investment advisers, clients pay ActiTrust its standard fee in addition to the third-party adviser's fee.