Trove Investment Advisors (TIAL) offers automated investment management services through an online platform. TIAL uses algorithms to create customized portfolios based on a client's age, risk tolerance, income, and assets. TIAL generally invests in fixed income, equities, ETFs, and non-U.S. securities. TIAL is affiliated with Trove Nigeria and Trove Digital, LLC.
Assets Under Management$720K
Clients73
Advisors1
Avg. per Client$9.8K
Avg. per Advisor$720K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3K | Included |
| $3K+ | 1.00% |
For accounts below $3,000, TIAL charges a $1 monthly subscription fee. For accounts with a balance in excess of $3,000, TIAL charges an annual fee of 1%, divided evenly into 12 monthly billings, billed in arrears. These fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...