TrueVine Family Wealth offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Clients engaging TrueVine for portfolio management may also receive access to financial planning services at no additional cost. TrueVine also offers financial planning and consulting services, including coordinating with other professionals like accountants and estate planning attorneys.
Assets Under Management$67M
Clients17
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.25% |
Fees are generally negotiable. Clients that engage TrueVine Family Wealth for portfolio management services may also receive access to financial planning services at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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