Jennifer Vandusseldorp is a CFP-designated registered investment advisor at Tru Independence Asset Management 2, LLC, based in Littleton, CO, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 205 clients with $93M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are assessed monthly in advance. The firm notes a minimum annual fee of $37,500, which may be waived or discounted at the firm's discretion.
Littleton, CO
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