Daniel Gentile is a registered investment advisor at Actitrust Wealth Management LLC, based in Panama City, with 3 years of industry experience. Daniel 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
Panama City
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a Wealth Manager of ActiAdvisors Corp, a foreign corporation providing family offices and investment management services to non-U.S. high net worth individuals, families, and businesses.
Employment History
Current Registrations
Actitrust Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.