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Daniel Korth

Truvestments Capital LLC
33 Years of Experience
Arroyo Grande, CA
1 DisclosureSells Insurance
View SEC Summary
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Daniel Korth is a registered investment advisor at Truvestments Capital LLC, based in Arroyo Grande, CA, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M in assets under management.

Truvestments Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,317 clients
Average Client Portfolio
$502K average
Assets Under Management
$660.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.35%

Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Arroyo Grande, CA

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History

Regulatory History (1)
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Regulatory
January 2004
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is a financial planning sales agent for The Estate Plans and an insurance agent selling fixed, disability, and life insurance. He also refers trust services for Summit Trust Company and offers cost reduction programs for businesses through Integrity Business Solutions, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Truvestments Capital LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Prosperity Financial Group, INC.
November 2016 - December 2023 · 7 yrs 1 mo
World Equity Group, INC.Broker
February 2009 - November 2016 · 7 yrs 9 mos
World Equity Group, INC.
February 2009 - November 2016 · 7 yrs 9 mos
Questar Asset Management, INC.
February 2005 - February 2009 · 4 yrs
Questar Capital CorporationBroker
October 2001 - February 2009 · 7 yrs 4 mos
Questar Capital Corporation
October 2001 - December 2005 · 4 yrs 2 mos
Russian River Financial Services, INC.Broker
October 1999 - October 2001 · 2 yrs
Washington Square Securities, INC.Broker
November 1995 - October 1999 · 3 yrs 11 mos
Intersecurities, INC.Broker
December 1993 - October 1995 · 1 yr 10 mos
Chubb Securities CorporationBroker
May 1993 - December 1993 · 7 mos
Fidelity Equity Services CorporationBroker
March 1993 - May 1993 · 2 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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