Advisor at Actify Investor Retirements, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Actify Investor Retirements, LLC
Location
Peachtree Corners, GA 30092
Credentials
Series 65
Industry experience
1 year
Aria Alvarez is a financial advisor at Actify Investor Retirements, LLC with a Series 65 license and one year of industry experience. Prior to joining Actify, she worked in corporate payroll services and held various roles in retail and management. Actify serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm emphasizes fundamental analysis and diversification to construct risk-based model portfolios while providing education and investment recommendations without comprehensive legal or tax advice.
Based on Actify Investor Retirements, LLC
$0 - $250,000: 1.00% annually $250,001+: 0.50% annually
Minimum fee: For Plans with Section 3(38) Investment Manager, minimum annual fee of $1,500 may apply. Fee-only: Investment advisory fees charged as percentage of AUM plus fixed fees; no commissions or sales-based compensation accepted.
230 Scientific Drive, Suite 100
Peachtree Corners, GA 30092
District of Columbia · Georgia · Illinois · Maryland · New Jersey · North Carolina · Pennsylvania · Texas · Virginia
Actify Investor Retirements LLC
2024 - Present (2 years)
Corporate Payroll Services
2018 - 2023 (5 years)
Academy Sports + Outdoors
2017 - 2018 (1 year)
B&A Management Inc.
2017 - 2017 (1 year)
Bed Bath & Beyond Inc.
2017 - 2017 (1 year)
N/A
2017 - 2017 (1 year)
Academy Sports + Outdoors
2016 - 2017 (1 year)
Valdosta State University
2013 - 2017 (4 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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