Investrust Consulting, LLC
Assets Under Management
$544.1M
Number of Clients
8
Number of Advisors
7
Average Client AUM
$68.0M
AUM per Advisor
$77.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
InvesTrust Consulting, LLC is an SEC-registered investment advisor offering customized investment advisory services to foundations, endowments, pension plans, trusts, high-net-worth individuals, insurance companies, and corporations. Services include investment consulting, asset management, and retirement plan consulting. They provide advice on a discretionary and non-discretionary basis and are a fee-only advisor.
Fee Structure
InvesTrust Consulting does not have a standard fee schedule, as fees vary depending on the complexity of the services requested. All fees are negotiable. They may charge a pre-determined fixed fee, hourly fee, or fees based on a percentage of assets. Depending on the scope of services, there may be a minimum fee threshold.
Areas of Practice
Location
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118