Active Wealth Advisors offers investment management services tailored to each client’s financial objectives, risk tolerance, and investment time horizon. Investment portfolios are constructed and monitored using strategic asset allocation, diversification, periodic rebalancing, and risk management techniques. Investments may include mutual funds, exchange-traded funds (ETFs), individual equities, and fixed income instruments. Clients can choose discretionary or non-discretionary management.
Assets Under Management$53M
Clients10
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable at Active Wealth Advisors’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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