Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Truvestments charges an annual investment advisory fee based on assets under management, as detailed in the fee table. These fees are negotiable based on various criteria. They also offer financial planning services for an hourly fee of $500 per hour. For clients whose assets are placed in the private fund, the Advisor will charge an advisory fee on the assets placed in the Fund.
Areas of Practice
Advisor Information
Office location
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
Get directionsRegulatory History (2)
Employment Separation After Allegations
November 2007Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Philip is an independent insurance agent selling fixed insurance products since 2008, dedicating about 10-20% of his time to this activity. He also owns rental real estate property since 2015, spending a few hours per week on it.