Trutta Capital, INC.

Fixed/Hourly

Trutta Capital offers investment consulting services, primarily to family offices. These services include monitoring investment advisor performance, reviewing investment objectives, selecting investment classes, vetting and recommending managers, and providing second opinions. Trutta Capital does not manage client assets directly. The firm focuses on finding investment managers and strategies that meet each client’s individual circumstances and needs.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Annual Retainer:$27,000 - $126,000/year
One-Time Plan:$1,000 - $18,000
Hourly Rate:$150/hr
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Location

1 Advisors at this firm