How does the advisor help clients – Key Takeaways:
AKTIVE CAPITAL MANAGEMENT, LLC is a leading financial management firm that helps clients achieve their financial goals and secure a prosperous future. With expertise in various financial services and a strong track record of success, they are trusted by individuals and businesses alike to assist in managing their assets and making sound financial decisions.
Facts and Insights
AKTIVE CAPITAL MANAGEMENT, LLC was founded in 2005 and has been in business for over 15 years, providing high-quality financial advisory services to clients. They currently have $1.5 billion in assets under management (AUM) and a team of 10 experienced advisors who are dedicated to delivering exceptional service and results.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 15 years |
Financial Services Offered
AKTIVE CAPITAL MANAGEMENT, LLC offers a variety of financial services to cater to the diverse needs of their clients. These services include asset management, retirement planning, tax planning, estate planning, risk management, and more. Their team of advisors works closely with each client to develop a personalized financial strategy that aligns with their goals and objectives.
Client Types
AKTIVE CAPITAL MANAGEMENT, LLC serves a diverse group of clients, including high net worth individuals, families, and small to medium-sized businesses. Their broad range of financial services can be tailored to meet the unique needs of each client, regardless of their financial situation.
Fees & Compensation
AKTIVE CAPITAL MANAGEMENT, LLC is committed to transparency when it comes to their fees and compensation. They are a fee-only firm, meaning they do not earn commissions from the sale of financial products or services. Instead, they charge a percentage of AUM or a flat fee based on the complexity of the services provided. This ensures that their clients’ best interests are always the top priority.
Background
The team at AKTIVE CAPITAL MANAGEMENT, LLC is comprised of highly qualified and experienced financial experts who are dedicated to delivering top-notch service and results for their clients. They maintain the highest professional standards and are constantly staying up-to-date with the latest industry trends and practices to best serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, AKTIVE CAPITAL MANAGEMENT, LLC is obligated to disclose any potential conflicts of interest that may arise. This includes any affiliations with other financial firms or companies, as well as any legal or disciplinary actions taken against the firm or its advisors. This information is readily available to clients and can be found on their official website or through the Securities and Exchange Commission (SEC).