TruEdge Asset Management provides investment management and advisory services through independent advisors and directly to individual clients. TruEdge operates a Turnkey Asset Management Platform (TAMP), offering digital advisory tools, operational support, and investment programs. TruEdge also provides investment advice to pooled investment vehicles. Services include discretionary portfolio management, proposal generation, and financial planning software. TruEdge works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities, and corporations.
Assets Under Management$310K
Clients1
Advisors3
Avg. per Client$310K
Avg. per Advisor$100K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee. Fees are typically negotiable depending on the relationship’s facts and circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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