True Wealth Design provides wealth management services that combine investment management, retirement planning, and tax planning for individuals, families, businesses, and trusts. The firm builds diversified portfolios primarily using mutual funds, exchange-traded funds, and interval funds, and may also recommend direct-indexing strategies or private investment funds for qualified clients. True Wealth Design operates with a focus on tax efficiency, utilizing daily rebalancing and strategic asset location across different account types. Through an affiliated entity, the firm also offers tax and accounting services, and its representatives can act as independent insurance agents. Clients can choose between standalone investment management, standalone financial planning, or bundled wealth management services tailored to their asset level and financial complexity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Annual fees range from 0.25% up to 1.60% depending on asset size, complexity, and scope of services. Minimum annual fee of $1,800 for investment advisory services and $5,000 for wealth management services apply.