Truvestments Capital LLC
Assets Under Management
$601.2M
Number of Clients
1,473
Number of Advisors
14
Average Client AUM
$408K
AUM per Advisor
$42.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Truvestments Capital LLC provides discretionary and non-discretionary asset management, sub-advisory services, and financial planning. They also manage the Truvestments Bitcoin Legacy Fund, LP. Financial planning includes evaluating financial state, cash flow analysis, retirement strategy, and estate preservation.
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
Location
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240