Trufinancial Registered Investment Advisory Services, INC
Fee-Only (% of Portfolio)Fixed/Hourly
TruFinancial Registered Investment Advisory Services provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. They create investment plans and monitor portfolios regularly. TruFinancial also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. TruFinancial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$27M
Clients216
Advisors2
Avg. per Client$120K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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