True Vine Investments manages investment portfolios and provides allocation advice for employer-sponsored retirement plans like 401(k)s. True Vine Investments builds diversified long-term portfolios using individual domestic and foreign stocks, exchange-traded funds, and occasionally hedged income exchange-traded funds. Portfolios are tailored to each client's goals, risk tolerance, and time horizon. True Vine Investments operates as a registered investment advisor based in Williamsport, Pennsylvania, and uses Interactive Brokers as the sole custodian and brokerage platform for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are applied and deducted daily. Combined portfolio balances are reviewed at the end of each quarter to determine eligibility for reduced annual fees.