iTrust Asset Management offers investment advice and manages portfolios for individuals, families, and businesses. Services include creating tailored investment strategies using stocks, bonds, ETFs, and mutual funds. They also provide financial planning covering retirement, estate, tax, education, and insurance. Pension consulting is offered to employer plan sponsors.
Assets Under Management$210M
Clients463
Advisors3
Avg. per Client$460K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
iTrust Asset Management does not directly state their fees for asset management in this brochure. They mention that the maximum annual advisory fee will not exceed 3.0% and that the fee will be detailed in the client's LPL account application or LPL Tiered Fee Authorization form.
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