Truist Advisory Services offers investment consulting, retirement plan consulting for plan sponsors and participants, and discretionary portfolio management through the AMC Advantage Program. Truist Advisory Services helps clients analyze their liquidity needs, goals, and risk tolerance to develop asset allocation strategies and investment recommendations. The firm operates as a subsidiary of Truist Financial Corporation and coordinates closely with affiliated entities like Truist Investment Services and Truist Bank. Services range from self-directed brokerage options for smaller accounts to comprehensive consulting and third-party manager programs for individuals, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.