Truist Advisory Services, INC.
Assets Under Management
$67.7B
Number of Clients
124,359
Number of Advisors
1943
Average Client AUM
$545K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Truist Advisory Services, Inc. (TAS) offers consulting services, including plan sponsor and participant services, and the AMC Advantage Program. TAS provides investment advice and recommendations, but clients make the ultimate investment decisions. The AMC Advantage Program is currently closed to new clients, requiring an exception.
Fee Structure
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
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.
Areas of Practice
Location
303 Peachtree Street, 2nd Floor, Atlanta, GA, 30303