Trove, LLC provides investment management services using protective hedging and borrowing strategies. Trove aims to protect a client’s existing investments while “borrowing” cash from the market on their behalf. Trove works with clients to develop a customized strategy based on their goals, risk tolerance, and cash needs. Trove manages accounts on a discretionary basis and reviews account performance with clients periodically.
Assets Under Management$330K
Clients2
Advisors1
Avg. per Client$170K
Avg. per Advisor$330K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Trove charges fees based on the strategy implemented:
- For the "Protect" strategy (hedging), Trove charges 0.5% of the equity amount hedged.
- For the "Borrow" strategy (financing), Trove charges 1% on the total "box" amount.
If no "Borrow" trade is executed, there is an annual fee of 0.1% of the account balance.
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