Association Financial Services, operating as TrueNorth Wealth, provides financial planning and investment advice to individuals, corporations, small businesses, and retirement plans. Services include asset management, retirement plan services (acting as a limited scope fiduciary or investment manager), institutional consulting, and financial planning. Financial planning covers areas like cash flow, tax, insurance, investments, education, retirement, and estate planning. The firm does not have discretionary authority on any accounts.
Assets Under Management$1.3B
Clients975
Advisors10
Avg. per Client$1.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are negotiable. The above fee schedule represents the highest fee charged by the Firm at each asset level. For various reasons, the Firm offers clients a discounted fee schedule at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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