Trufton Investment Management manages investment portfolios of stocks and bonds for individuals and institutions. Trufton offers equity, fixed income, and balanced accounts. Clients can place restrictions on investments. Trufton uses a value investing method, buying undervalued stocks and 'Goodwill Giants'.
Assets Under Management$21M
Clients14
AdvisorsN/A
Avg. per Client$1.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Trufton Investment Management charges a percentage of your portfolio's value each year. The fee varies depending on the type of account (equity, fixed income, or balanced) and the amount you invest.
Equity Accounts:
- 1.25% on the first $500,000
- 1.00% on the value between $500,000 and $10,000,000
- 0.75% on the value between $10,000,000 and $50,000,000
- 0.65% on the value between $50,000,000 and $100,000,000
- 0.55% on the value greater than $100,000,000
Fixed Income Accounts:
- 0.50% on the first $5,000,000
- 0.40% on the value between $5,000,000 and $10,000,000
- 0.35% on the value between $10,000,000 and $20,000,000
- 0.30% on the value between $20,000,000 and $50,000,000
- 0.25% on the value greater than $50,000,000
Balanced Accounts:
- 0.90% on the first $1,000,000
- 0.70% on the value between $1,000,000 and $5,000,000
- 0.60% on the value between $5,000,000 and $10,000,000
- 0.50% on the value between $10,000,000 and $50,000,000
- 0.40% on the value greater than $50,000,000
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