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, social security, risk management, and estate or tax planning. Commas also provides investment management through a third-party firm, utilizing a low-cost, passive investment strategy with exchange-traded funds (ETFs). Commas does not provide legal or accounting services but may work with other professionals like estate planning attorneys.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are also assessed a monthly fee of $85. The 1.00% fee is split between Commas and Betterment, depending on how the account is opened. If Commas uses other custodians like Fidelity or Schwab, Commas retains the full 1.00% fee.
Fee Estimator
Areas of Practice
Location
9999 Carver Road, Suite 200, Cincinnati, OH, 45242
