Daniel Lee Korth

Truvestments Capital LLC

32 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Truvestments Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,473 clients

Average Client Portfolio

$408K average

Assets Under Management

$601.2M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $3.0M	1.75%
$3.0M - $5.0M	1.50%
$5M+	1.35%

The annual fee is negotiable based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Coppell, TX

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

January 2004

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is a financial planning sales agent for The Estate Plans and an insurance agent selling fixed, disability, and life insurance. He also refers trust services for Summit Trust Company and offers cost reduction programs for businesses through Integrity Business Solutions, dedicating about a quarter of his time to this.