Alfredo
Yanes
Actitrust Wealth Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alfredo Yanes is a financial advisor based out of Fort Lauderdale, Florida with a total of 7 years of industry experience. Yanes is on the advisory team at Actitrust Wealth Management LLC. Over the course of their career, they have held roles at Western International Securities, Inc, Bailliage Investments LLC and Actitrust Wealth Management LLC. Yanes has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Actitrust Wealth Management LLC is an advisory firm that has its headquarters in Fort Lauderdale, FL. It controls $116 million in assets among its 173 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 173 accounts, 25% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on the services provided. Fees billed by Actitrust Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Actitrust Wealth Management LLC Brokerage Details
$115,524,739
4
173
$667,773
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alfredo Yanes Work History
Alfredo has been registered as a financial advisor for 7 years.*
Actitrust Wealth Management LLC
Bailliage Investments LLC
Western International Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alfredo Yanes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Actitrust Wealth Management LLC
Fort Lauderdale, FL
Panama City,
Fort Lauderdale, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
