I Third-Party Advisors of Axxets Wealth Management: Activest provides investment advisory to Axxets Wealth Management, members of Axxets, including sub advisors, work independently and are not employees or agents of Activest. While Activest conducts due diligence and strives to work with reputable and qualified advisors, Activest does not control or supervise their activities. Clients are encouraged to review the qualifications and disclosures of any third-party advisor and should make their own informed decision when engaging their services.
II Relationships Between Contractors and Activest: Activest engages independent contractors to provide various services that support our business operations and client services. These contractors are not employees of Activest, and their engagement is governed by contractual agreements that outline the scope of their services, compensation, and responsibilities. Activest requires these contractors to adhere to our standards of confidentiality, professionalism, and compliance with regulatory requirements.
III Third Parties with Referral Agreements: Activest has entered into referral agreements with certain third parties who may promote and refer individuals or entities to Activest for investment advisory services. Under these agreements, Activest compensates the third party for referrals. This compensation is typically a percentage of the advisory fees generated from the referred client’s account and is paid by Activest, not by the client. Such referral agreements are disclosed to the client as required by regulatory guidelines. Activest ensures that these arrangements do not compromise the quality or objectivity of the services provided to the client. Clients should be aware that the referring third party has a financial incentive to recommend Activest’s services.
Activest Wealth Management LLC (“Activest”) is a registered investment adviser with the United States Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.
Limitations of Liability. Activest and its contractors, as well as any referred third-party advisors, are bound by their respective professional and regulatory obligations. However, Activest does not guarantee the performance or the outcomes of the services provided by these third parties. Clients should be aware that all investments carry risks, including the possible loss of principal, and past performance is not indicative of future results. Activest recommends that clients seek independent legal and tax advice to ensure that their financial strategies align with their personal circumstances and regulatory requirements.For more information, please refer to our Customer Relationship Summary (CRS) and ADV Brochure, which can be found at the footer of our website.
