Truvize Financial Planning provides investment advice and financial planning services to individuals, high-net-worth individuals, pension plans, and broker-dealers. They offer portfolio management based on individual client goals and risk tolerance. Financial planning services include a 90-minute plan, a comprehensive plan, and ongoing planning. Truvize generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Truvize Financial Planning offers portfolio management services where they manage your investments for a fee based on the value of your portfolio. The annual fee ranges from 0.35% to 1.00% of your portfolio. This fee is negotiable.