True Vine Investments, led by Joshua Hall, offers investment management services, primarily managing client brokerage accounts with publicly traded stocks and ETFs. They also provide advice on allocating funds within defined contribution plans like 401(k)s and 403(b)s. Investment strategies involve identifying trends, analyzing market conditions, and fundamental analysis. True Vine Investments requires clients to use Interactive Brokers LLC as their broker-dealer.
Fee Structure
True Vine Investments charges an annual fee based on the total value of your portfolio, including any defined contribution plan assets they advise on. The fee is deducted daily from client accounts at Interactive Brokers. The fee schedule is:
- $0 to $99,999.99: 1.25%
- $100,000 to $249,999.99: 1.00%
- $250,000 to $499,999.99: 0.90%
- $500,000 to $999,999.99: 0.80%
- $1,000,000 to $2,499,999.99: 0.70%
- $2,500,000 to $4,999,999.99: 0.60%
- $5,000,000 and above: 0.50%
For defined contribution plan allocation advice, the fee is applied quarterly, semi-annually, or annually. The fee schedule is:
- $0 to $19,999.99: 0.65%
- $20,000 to $49,999.99: 0.50%
- $50,000 to $99,999.99: 0.35%
- $100,000 to $249,999.99: 0.25%
- $250,000 to $499,999.99: 0.20%
- $500,000 to $999,999.99: 0.15%
- $1,000,000 and above: 0.10%