Trutoro
Assets Under Management
$130.7M
Number of Clients
806
Number of Advisors
15
Average Client AUM
$162K
AUM per Advisor
$8.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Veritas Independent Partners LLC d/b/a Trutoro offers portfolio management and financial planning services. They focus on understanding client's financial situations and risk tolerance to develop tailored asset allocation guidelines. They also offer third party money manager services through SEI Private Trust Co.
Fee Structure
Portfolio management fees are based on a percentage of assets under management, with rates decreasing as the portfolio size increases (see table above). The firm generally requires a minimum initial investment of $200,000, but this may be waived or reduced. Financial planning services are offered at an hourly rate of $150. Planning fees may be reduced or waived if the firm manages your portfolio account.
Areas of Practice
Location
2201 Washington Avenue, Suite 2, Conway, AR, 72032