Truvestments Capital LLC

Truvestments Capital LLC, established in 2008, is a Sarasota-based investment adviser offering asset management, financial planning, and sub-advisory services. The firm provides discretionary and non-discretionary asset management tailored to individual client goals and risk tolerance. Tru does not require a minimum account size to open an account. Fees for asset management services are tiered based on assets under management, ranging from 1.35% to 2.00% annually. Financial planning services are offered at an hourly rate of $500. Truvestments Capital LLC does not engage in performance-based fees. The firm primarily serves individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. Investment strategies include fundamental analysis, technical analysis, charting, and cyclical analysis. Truvestments Capital LLC does not have any disciplinary actions, bankruptcy petitions, or financial conditions that could impair its ability to meet client commitments. The firm does not vote proxies on client securities and does not have a proprietary trading account. Truvestments Capital LLC maintains custody of client assets at qualified custodians, providing account statements directly to clients quarterly. The firm's Chief Compliance Officer reviews client accounts at least annually, with more frequent reviews as needed. Truvestments Capital LLC receives economic benefits from custodians, such as Schwab and TD Ameritrade, through support products and services. The firm may pay referral fees to solicitors and does not have any bankruptcy petitions in the last ten years.