Truvestor Wealth Management provides financial planning, portfolio management, and recommendations of third-party investment advisors. Financial planning covers various areas like cash management, business planning, and retirement. Portfolio management is tailored to individual client needs and may include active trading strategies. The firm manages investments on a discretionary basis.
Assets Under Management$74M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$74M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1M+ | 2.25% |
Fees above $1,000,000 are negotiable. Active trading management fee is 2.50% on all assets. Minimum annual fee is $2,400 for traditional management and $3,000 for active trading management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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