Activ8 Family Office provides financial planning, investment management, cash management, and tax services to individuals and families. Investment management is primarily handled through third-party managers. Activ8 aims to tailor its services to each client's specific needs and circumstances, with open communication to help clients meet their financial goals.
Assets Under Management$0
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Annual Fee:$2,500
Activ8 Family Office uses third-party managers for investment management. The maximum annual fee charged by Activ8 will not exceed 1.50%, subject to an annual minimum fee starting at $2,500. This fee does not include separate fees for the Dynasty platform, the OCIO program, and fees paid to the third-party managers.
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