Assets Under Management
$601.2M
Number of Clients
1,473
Number of Advisors
14
Average Client AUM
$408K
AUM per Advisor
$42.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Truvestments Capital LLC offers discretionary and non-discretionary asset management, sub-advisory services, and financial planning. Financial planning includes evaluating financial goals, net worth, cash flow, retirement strategy, risk management, tax reduction, and estate preservation. Investment strategies are tailored to client objectives and may include long-term purchases and option writing.
| Assets Under Management | 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.
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240