Assets Under Management
$456.9M
Number of Clients
1,375
Number of Advisors
14
Average Client AUM
$332K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)
Tactive Advisors offers portfolio management services through its Robo-Advisor (TRA) and Advisor Advice service. TRA uses client goals and risk assessments to create investment portfolios. Clients can also engage with registered representatives for traditional advisory services. The firm offers a Basic Package and an Advisor Advice Package.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
1990 Main Street, Suite 750, Sarasota, FL, 34236