Truvestments Capital LLC provides investment advice to individuals, high net worth individuals, trusts, estates, private funds, charitable organizations, corporations, and business entities. Tru offers both discretionary and non-discretionary asset management services. Financial planning services include a comprehensive evaluation of an investor's current and future financial state. Tru also manages a private fund.
Assets Under Management$600M
Clients1,473
Advisors15
Avg. per Client$410K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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