Trubee Wealth Advisors provides ongoing investment advice based on your individual needs. They gather your financial information and goals to develop a personalized investment program and manage your portfolio accordingly. Trubee manages both discretionary and non-discretionary accounts. They also offer access to third-party sub-advisory services. Trubee is also a broker/dealer and insurance broker, so clients can purchase products and services other than investment advice.
Assets Under Management$720M
Clients686
Advisors14
Avg. per Client$1.1M
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may vary depending on the extent, nature and complexity of the advice requested; fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...