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Updated September 18, 2026. Quick answer: Truist Wealth discloses a maximum, individually negotiated rate of 2.25% in its Truist Advisory Services, Inc. Wrap Fee Programs Brochure (Asset Management Consulting) (August 31, 2026). Converted to dollars, that runs $11,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Truist Advisory Services, Inc. Wrap Fee Programs Brochure (Asset Management Consulting) (August 31, 2026): “AMC Advise, AMC Allocation Plus, AMC Fund Select Tactical, AMC Pinnacle, AMC Premier and Sentry Programs – The maximum program fee is 2.25%. Program fees are negotiable and TAS Advisors can offer advisory services at fees lower than those noted above.”
The published maximum: 2.25% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,625 | 2.25% |
| $500,000 | $11,250 | 2.25% |
| $1,000,000 | $22,500 | 2.25% |
| $2,000,000 | $45,000 | 2.25% |
Ceiling type: dollar_at = balance x 0.0225 (the stated maximum program fee) at each balance: 250000×0.0225=5625, 500000×0.0225=11250, 1000000×0.0225=22500, 2000000×0.0225=45000. Note: CRD 17499 (‘Truist Investment Services, Inc.’) given in the research hint is now IA-INACTIVE per SEC IAPD; the currently active advisory entity publishing this fee schedule is ‘Truist Advisory Services, Inc.’, CRD 283390, SEC# 801-107729, verified via api.adviserinfo.sec.gov/search/firm.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Truist Wealth’s own published rate runs $11,250 a year.
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- Truist Advisory Services, Inc. Wrap Fee Programs Brochure (Asset Management Consulting) (August 31, 2026): https://www.truist.com/content/dam/truist-bank/us/en/documents/disclosures/wealth/tas-amc-wrap-managed-programs-brochure.pdf
- SEC Investment Adviser Public Disclosure, Truist Advisory Services, Inc. (CRD #283390): https://adviserinfo.sec.gov/firm/summary/283390
- Truist Advisory Services, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/283390/PDF/283390.pdf
Methodology. This page was built September 18, 2026, drawing on Truist Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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