Trovera Capital Management provides discretionary and non-discretionary investment management along with comprehensive financial planning and project-based security research. Trovera Capital Management builds personalized portfolios using a top-down approach, examining macroeconomic factors, cyclical patterns, fundamental data, technical indicators, and earnings calls. The firm caters to individual investors, requiring a minimum account size of $100,000 for active asset management, while offering passive management options for smaller accounts with optional regular savings plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.08% |
| $75K - $100K | 0.81% |
| $100K+ | 0.72% |
Passive asset management schedule shown. Active asset management charges a flat 0.81% on all assets with a $100,000 minimum account size. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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