TrueWealth Nation offers financial planning, including tax, insurance, retirement, and estate planning, through consultations or written plans. For asset management, TrueWealth Nation recommends Matson Money, Inc., a third-party money manager, and monitors their performance. TrueWealth Nation also hosts educational workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
TrueWealth Nation recommends that you use Matson Money, Inc. for asset allocation services to manage your investment portfolio. TrueWealth Nation charges a negotiable annual fee that ranges from 0.25% to 1.2% depending on the size and complexity of your account. This fee is separate from the fees charged by Matson Money, Inc.
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