Truvestments Capital is a registered investment advisor founded in 2018 and based in Sarasota, Florida. Truvestments Capital offers customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. When managing portfolios, Truvestments Capital primarily builds strategies using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's risk tolerance and financial goals. In addition to portfolio management, Truvestments Capital provides financial planning covering areas such as retirement, education savings, and investment planning. Truvestments Capital acts legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.