Advisor at Tactive Advisors, LLC
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Firm
Tactive Advisors, LLC
Location
Sarasota, FL 34236
Credentials
Series 63, Series 65
Industry experience
27 years
Rodney Watkins is a financial advisor at Tactive Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Alfresco Group and Southeast Investments, N.C. Inc. Watkins is also the owner of Watkins and Associates Financial Services and Level 3 Holdings LLC, where he manages personal commercial real estate investments. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside retail offerings.
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
Oklahoma
Tactive Advisors, LLC
2025 - Present (1 year)
Alfresco Group
2016 - 2025 (9 years)
Watkins And Associates Investment Services, Llc
2014 - Present (12 years)
Southeast Investments, N.C. Inc.
2012 - 2017 (5 years)
Watkins And Associates Financial Services
2011 - Present (15 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
Sarasota, FL
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