Advisor at Tactive Advisors, LLC
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Firm
Tactive Advisors, LLC
Location
Sarasota, FL 34236
Credentials
Series 65
Industry experience
6 years
Jonathan Pace is a financial advisor at Tactive Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Strategy Marketplace LLC, Capital Management Services, AE Wealth Management, and The Lotter Group. He is also the founder and financial professional of Pace Financial and Insurance Services, where he engages in insurance sales. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm employs a Black-Litterman framework to construct blended model portfolios and offers both a robo-advisor platform and sub-advisory services, managing a combination of discretionary and non-discretionary assets.
Based on Tactive Advisors, LLC
Fixed fees may be charged for financial planning services in addition to advisory fees.
$0.00 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000 - $5,999,999: 0.80% $6,000,000 - $6,999,999: 0.75% $7,000,000 - $7,999,999: 0.70% $8,000,000 - $8,999,999: 0.65% $9,000,000 - $9,999,999: 0.60% $10,000,000 - $10,999,999: 0.55% $11,000,000 - $11,999,999: 0.50% $12,000,000 - $12,999,999: 0.45% $13,000,000 - $13,999,999: 0.40% $14,000,000 - $14,999,999: 0.35% $15,000,000+: 0.30%
Account minimum: $500 Minimum fee: $500 minimum balance for Tactive Robo-Advisor (TRA) and Advisor Advice packages Fee-only: Annual fees as percentage of assets under management based on tiered schedule; no commissions charged.
1990 Main Street, Suite 750
Sarasota, FL 34236
California
Strategy Marketplace LLC
2021 - Present (5 years)
Capital Management Services
2020 - Present (6 years)
AE Wealth Management, LLC
2019 - 2020 (1 year)
Pace Financial and Insurance Services
2019 - Present (7 years)
The Lotter Group
2016 - 2019 (3 years)
Commercial Real Estate Inspectors
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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