Alejandro Yanes is a registered investment advisor at Actitrust Wealth Management LLC, based in Plantation, FL, with 8 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ActiTrust Wealth Management's advisory fees are negotiable up to a maximum of 2.50% of the value of your portfolio. The fee is calculated either using the value of your portfolio on the last business day of the prior billing period or using the average value of the assets for the month prior to the billing period. You can terminate the agreement with 30 days' written notice.
Location
300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alejandro is the President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services. He also holds principal positions in several holding companies (Senay Holdings Inc., GTS Business Corp., Mego Holdings Inc, Mego Consulting Inc, and Bregenz Holdings Inc) primarily for holding ownership interests in various investments, including ActiTrust Wealth Management LLC and real estate.
Employment History
Current Registrations
Actitrust Wealth Management LLC
State Registrations1 state
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