Advisor at Tactive Advisors, LLC
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Firm
Tactive Advisors, LLC
Location
Sarasota, FL 34236
Credentials
Series 65
Industry experience
12 years
Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 credential and 12 years of industry experience. He has worked at Capital Management Services, Inc. since 2014. Outside of his advisory role, he serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., where he is involved in capital raising and advisor solicitation for a private placement. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform combined with sub-advisory and TAMP services, constructing blended portfolios primarily through tactical asset allocation using mutual funds, ETFs, and occasionally options or short positions.
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
Illinois
Capital Management Services, Inc.
2014 - Present (12 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.
Series 63, Series 65
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