Truepoint, INC.
Assets Under Management
$5.4B
Number of Clients
1,848
Number of Advisors
38
Avg. Portfolio per Client
$2.9M
Avg. Managed per Advisor
$141.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Commas offers financial planning services covering cash flow, debt management, education funding, retirement planning, and risk management. Commas also provides investment consultation services. Commas does not provide legal or accounting services but may work with other professionals like estate planning attorneys. Commas is a wholly-owned subsidiary of Truepoint, Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are assessed a monthly fee of $85 and accounts are billed an annualized asset-based fee of 1.00%. This fee is distributed as follows based on how the account is opened with us: Betterment for Advisors: Commas 0.88%, Betterment 0.12%, “All in” 1.00% Betterment Advisors Network: Commas 0.75%, Betterment 0.25%, “All in” 1.00% Betterment 401(k): Commas 0.85%, Betterment 0.15%, “All in” 1.00%
Fee Estimator
Areas of Practice
Location
9999 Carver Road, Suite 200, Cincinnati, OH, 45242
