Trutoro provides investment advice and financial planning services. They focus on helping clients make sound financial decisions based on their individual needs and goals. Their services include portfolio management, where they design investment strategies using stocks, bonds, mutual funds, and ETFs. They also offer financial planning, which involves reviewing a client's financial situation and developing a plan to achieve their financial objectives.
Assets Under Management$130M
Clients806
Advisors4
Avg. per Client$160K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $49K | 2.00% |
| $49K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable within each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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