True North Advisors provides comprehensive wealth management services, including financial planning and investment management, primarily for very high net worth and ultra-high-net-worth individuals, families, and businesses. True North Advisors focuses on value-oriented investing, fundamental bottom-up security analysis, and broad asset diversification across equities, fixed income, alternative investments, and cash. Services encompass retirement planning, tax planning, estate planning, education funding, philanthropic strategies, and business consulting. True North Advisors collaborates with clients' other professionals, such as attorneys and tax advisors, to coordinate overall wealth plans. Portfolios are customized based on individual risk tolerance and long-term financial goals determined using modeling techniques like Monte Carlo simulations. True North Advisors also offers consulting services for reviewing outside investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% of assets under management and vary from client to client. Fees are negotiable.