True Measure Wealth Management offers personalized financial planning and investment management services for individuals, trusts, estates, and small businesses. Founded in 1998, the firm operates with a focus on comprehensive financial planning that covers cash flow, tax strategies, insurance reviews, retirement goals, college funding, and estate planning alongside portfolio management. True Measure Wealth Management manages investments on a discretionary basis, using third-party money managers, mutual funds, exchange-traded funds, and individual securities through custodians such as SEI, Charles Schwab, and Betterment. The firm emphasizes a holistic approach to help clients achieve financial independence and manage risk across various market conditions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated based on factors such as account type, account size, and the range of supplemental services provided.