Truist Advisory Services (TAS) provides investment consulting, plan sponsor, and plan participant services. TAS also offers the AMC Advantage program, which allows clients to choose investment managers to manage their assets. TAS assists clients in defining investment objectives, developing asset allocation strategies, and monitoring investment performance. Clients retain ownership of their investments. TAS does not exercise investment discretion for the Client; instead, may make recommendations that the Client may or may not follow. The ultimate selection of Manager is made by, and is the sole responsibility of, the individual Client.
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.