Tactive Advisors, LLC

Tactive Advisors, LLC is a registered investment adviser based in Jacksonville, Florida, established in 2020. The firm offers portfolio management services through its Tactive Robo-Advisor (TRA) and Advisor Advice service, tailored to individual client needs. Clients can choose between a Basic Package or an Advisor Advice Package, with fees ranging from 0.30% to 1.50% based on the account balance. Tactive may also provide financial planning services for an additional fixed fee. The firm primarily uses the Black-Litterman asset allocation model and tactical asset allocation strategies in constructing client portfolios. Tactive operates as a fiduciary, acting in the best interests of clients and following a Code of Ethics. The firm does not charge performance-based fees and requires a minimum account value of $500. Tactive does not receive compensation from third-party investment managers and does not vote proxies on behalf of clients. Clients have the option to grant Tactive investment discretion, subject to their risk profile and investment objectives. As of December 31, 2022, Tactive has $242,078,093 in discretionary assets under management.