Truepoint Wealth Counsel is a 100% employee-owned registered investment advisor founded in 1990 and based in Cincinnati, Ohio. Truepoint Wealth Counsel offers comprehensive wealth management services to individuals and families, including investment portfolio design, tax-efficient management, comprehensive financial planning, budgeting and cash flow planning, tax services, estate planning strategy, and insurance needs analysis. The firm specializes in serving clients through structured engagement levels, such as Foundational Wealth Management for clients with at least $1 million of investable assets, True Wealth Management for clients with more than $3 million of investable assets, and Family Office services for multi-generational families with a net worth exceeding $30 million. Truepoint Wealth Counsel employs a disciplined, long-term, low-cost investment philosophy focused on goal-driven strategies, broad diversification using index funds and exchange-traded funds, and systematic rebalancing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Truepoint Wealth Counsel may reduce its minimum fee or charge a reduced advisory fee based on specific circumstances. Minimum quarterly fees of $2,500 apply for Foundational accounts and $7,500 for True Wealth accounts below suggested asset minimums.
