Truvista Advisors provides investment management services, creating customized portfolios based on client goals, risk tolerance, and financial circumstances. Truvista Advisors offers continuous supervision and management of client portfolios on a discretionary basis. The firm incorporates basic financial planning principles into its advisory services but does not charge separately for financial planning services or provide written financial planning reports.
Assets Under Management$77M
Clients42
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000. Discounts may also be offered to family members, friends or associated persons of Truvista Advisors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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