Assets Under Management
$67.7B
Number of Clients
124,359
Number of Advisors
1943
Average Client AUM
$545K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Truist Advisory Services (TAS) provides investment consulting, plan sponsor/participant services, and the AMC Advantage program. TAS does not exercise investment discretion for the Client; instead, may make recommendations that the Client may or may not follow. The ultimate selection of Manager is made by, and is the sole responsibility of, the individual Client.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and may differ from client to client.
303 Peachtree Street, 2nd Floor, Atlanta, GA, 30303