Tactive Advisors offers two main services: a robo-advisor platform (TRA) that uses algorithms to create investment portfolios based on client goals and risk assessments, and traditional advisory services where clients work directly with registered representatives. Tactive generally has the authority to make trades without asking first, but services are tailored to each client's needs, and clients can set restrictions on their accounts. Tactive may also use sub-advisors or third-party managers to assist with managing portfolios.
Assets Under Management$460M
Clients1,375
Advisors17
Avg. per Client$330K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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