TruAdvisors Financial offers investment advice and manages portfolios for individuals, businesses, pension plans, charities, and other institutions. They work with clients to understand their financial goals and create a personalized investment strategy based on their needs, objectives, and risk tolerance. TruAdvisors' services include ongoing advice and management of investments.
Assets Under Management$130M
Clients172
Advisors3
Avg. per Client$770K
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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