Truvius

Fee-Only (% of Portfolio)

Truvius is an internet-based investment advisor that provides investment advice through its automated software platform. Truvius offers discretionary portfolio management services within taxable accounts and IRAs, all containing Digital Asset portfolios. Investment advice is limited to assets supported by the Platform. Clients can impose reasonable investment restrictions, including exclusion of specific Digital Assets from their portfolios. Truvius does not provide in-person investment advice.

Assets Under Management$190K
Clients18
AdvisorsN/A
Avg. per Client$11K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Truvius charges a fee based on a percentage of your portfolio each year. The fee ranges from 1-3% annually, depending on the amount you invest and the specific digital asset products you choose. Larger accounts may receive discounted fees.

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Truvius | TrueAdvisor