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How does the advisor help clients – Key Takeaways:
ACTIVA CAPITAL is a leading financial advisor that provides expert guidance and support to individuals and businesses looking to optimize their financial goals. With a team of experienced and knowledgeable advisors, they offer a range of services tailored to meet each client’s unique needs and objectives. Here are some key takeaways on how ACTIVA CAPITAL helps their clients:
- Expert financial advice and insights
- Customized financial strategies and solutions
- Regular portfolio reviews and adjustments
- Access to a wide network of financial resources
- Dedicated support and guidance through all financial stages
Facts and Insights
Established in 2003, ACTIVA CAPITAL has been helping clients achieve financial success for over 17 years. With a team of over 50 advisors, they have the expertise and resources to assist clients with a variety of financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 17 years |
Financial Services Offered
ACTIVA CAPITAL offers a comprehensive range of financial services to help clients meet their goals and secure their financial future. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
Client Types
ACTIVA CAPITAL works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Families
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
ACTIVA CAPITAL is transparent and upfront about their fees and compensation structure. They offer a fee-only model, meaning they do not earn any commissions for their services. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are typically based on a percentage of assets under management, and they do not charge any additional fees for financial planning or advice.
Background
ACTIVA CAPITAL was founded by a team of former financial executives who wanted to provide individuals and businesses with the same level of expert financial advice and support that is typically only available to large corporations. Their team is made up of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As an expert financial advisor, ACTIVA CAPITAL is required to make certain disclosures to their clients. Some important ones to keep in mind include:
- Registered with the Securities and Exchange Commission (SEC)
- Disclosure of any potential conflicts of interest
- Transparent about fees and compensation structure
- Compliance with all financial regulations and laws