Trueman Brown provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charities, corporations, and business entities. Financial planning covers retirement, education, and protection planning. Investment management involves allocating assets among mutual funds, ETFs, individual securities, alternative investments, and variable insurance contracts. Trueman Brown tailors its services to each client's risk tolerance and financial situation.
Assets Under Management$170M
Clients142
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.25% |
Trueman Brown may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...