Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. Trusco works with clients to understand their financial circumstances, goals, risk tolerance, and return expectations. Clients can choose to have Trusco prepare a full financial plan. Trusco manages investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$110M
Clients30
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The Adviser may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where the Adviser deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...