Activest began as a Florida-registered adviser in 2011 and registered with the SEC in 2018. It is owned by Isaac Wakszol (59%), Eduardo Brender (30%) and Jacobo Taurel (10%) through holding companies. The firm operates as a multi-family office, offering custom or model portfolios plus alternatives such as real estate and mezzanine loans, and also manages portfolios for issuers of structured notes and exchange-traded products. Fees are billed quarterly in arrears, and alternatives held away from the custodian are included in the fee base. Office in Zurich.
Overview
- Headquarters
- Aventura, FL
- Total Firm Assets
- $1.5 billion
- Average High-Net-Worth Client Portfolio Size
- $4.7 million
Recent Rankings
Fee Disclosure
Source: ACTIVEST WEALTH MANAGEMENT, LLC FORM ADV PART 2 (2026-09-22) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.85% |
| $10,000,001 | $20,000,000 | 0.75% |
| $20,000,001 | and above | 0.65% |
Rate applies to the entire account based on its size.
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $85,000 | 0.85% |
| $50 million | $325,000 | 0.65% |
| $100 million | $650,000 | 0.65% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.25%
- Number of High-Net-Worth Clients
- 301
- Total Client Accounts
- 1,767
- Discretionary Accounts
- 1,727
- Non-Discretionary Accounts
- 40
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 156150
- ACTIVEST WEALTH MANAGEMENT, LLC FORM ADV PART 2 (2026-09-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗