Acie Wayne Hylton

Truist Advisory Services, INC.

20 Years of Experience

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Firm Information

Truist Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1943 advisors

Number of Clients

124,359 clients

Average Client Portfolio

$545K average

Assets Under Management

$67.7B

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	2.25%
$100K - $250K	2.20%
$250K - $500K	2.15%
$500K - $1.0M	2.00%
$1.0M - $2.0M	1.85%
$2.0M - $5.0M	1.75%
$5.0M - $10.0M	1.65%
$10.0M - $25.0M	1.50%
$25M+	1.45%

Fees are negotiable and may differ from client to client.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,500

Fees vary depending on the service. Investment Consulting Services and AMC Advantage Program fees are based on a percentage of assets under management, as detailed in the fee table. Plan Sponsor and Plan Participant Services fees are also based on a percentage of plan assets and are negotiable. Plan sponsors that elect ERS’ Envestnet ERS 3(38) discretionary services will incur an additional 0.05% fee. An annual base fee of $2,500 applies to newly established plans.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

3849 Robert C Byrd Dr, Beckley, WV, 25801-2956

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Regulatory History (1)

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