Wendy Chambers is a registered investment advisor at Truvestments Capital LLC, based in Sarasota, FL, with 1 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wendy works as a Tax Manager at Safstrom CPAs & Advisors, PLLC, preparing taxes. This takes up more than 60 hours per month, including time during trading hours.
Employment History
Current Registrations
Truvestments Capital LLC
State Registrations1 state
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