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
2655 Commons Blvd. #110, Beavercreek, OH, 45431
Get directionsRegulatory History (2)
Customer Dispute
February 2018Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Bryon performs investment advisory services through Spicer Wealth Management, a state-registered RIA, dedicating about a quarter of his time. He also owns Spicer Financial Services, offering tax preparation, insurance services, and Medicare supplements, spending about 10-20% of his time. Additionally, Bryon is an IAR with Truevestments Capital LLC, an investment advisory firm, spending about 10-20% of his time providing investment advisory services.