Activ8 Family Office provides holistic wealth management services to individuals, families, business owners, and professional athletes. The firm offers a comprehensive Holistic Client Management Program that covers financial planning, investment management, cash management, and tax services. For investment management, Activ8 Family Office primarily utilizes outsourced chief investment officer programs and third-party managers through platforms like Dynasty Financial Partners to construct customized active and passive portfolios tailored to each client's risk tolerance and financial goals. In addition to portfolio management, Activ8 Family Office assists clients with cash flow, budgeting, retirement planning, insurance reviews, and tax return preparation or projections. The firm acts in the client's best interest as a fiduciary and customizes its services to fit clients at various stages of their careers and financial journeys.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% for investment management services. Fees are subject to an annual minimum starting at $2,500 and do not include separate platform or third-party manager fees.