trueNorth Wealth Advisors provides financial planning and investment management services. They develop financial plans covering retirement, investments, taxes, insurance, and estate planning. Investment management is tailored to individual client situations, considering their goals, time horizon, and risk tolerance. trueNorth also offers hourly planning for specific financial advice. They are a fee-only advisor, meaning they don't sell financial products on commission.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.50% |
This fee schedule is for Investment Advisory Services (IAS). Wealth Advisory Services (WAS) has a different fee schedule: 1.00% on the first $2,000,000 and 0.50% on assets over $2,000,000, subject to a $10,000 minimum annual fee. Clients enrolled in the Institutional Intelligent Portfolio® (IIP®) program will be charged a flat advisory fee of 0.50% annually.
