True Living Financial offers personalized financial and estate planning and investment management. They work with individuals, pension and profit sharing plan participants, trustees, estate representatives, charitable organizations, and small business owners. Their advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. TLF is a fee-only firm and does not sell commissioned products.
Assets Under Management$37M
Clients38
Advisors1
Avg. per Client$960K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Client relationships may exist where the fees are lower than the fee schedule. Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...