Overview

Headquarters
Nashville, TN
Total Firm Assets
$107 million
Average High-Net-Worth Client Portfolio Size
$2.4 million

Fee Disclosure

Source: TRUSCO INVESTMENT MANAGEMENT PART 2A (2026-08-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.90%
$1,000,001 $5,000,000 0.75%
$5,000,001 and above 0.65%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million $39,000 0.78%
$10 million $71,500 0.72%
$50 million $331,500 0.66%
$100 million $656,500 0.66%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
68.21%
Number of High-Net-Worth Clients
30
Total Client Accounts
106
Discretionary Accounts
103
Non-Discretionary Accounts
3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
285736
  • TRUSCO INVESTMENT MANAGEMENT PART 2A (2026-08-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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