TruVine Financial offers financial planning and investment management services tailored to individual client needs. Investment accounts can be self-directed or managed by TruVine. TruVine conducts in-house research using data from Morningstar and brokerage services. The firm does not offer or recommend proprietary products or high-risk securities. Clients can request restrictions on their accounts, but TruVine reserves the right to terminate management if restrictions hinder the investment strategy. TruVine manages client assets in discretionary accounts.
Assets Under Management$9.3M
Clients15
Advisors1
Avg. per Client$620K
Avg. per Advisor$9.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee is 0.85% annually for all assets under management, excluding cash.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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