TruNorth Capital is a fee-only registered investment advisor providing investment management services. If requested by the client, TruNorth Capital also provides retirement and financial planning services. TruNorth Capital provides discretionary investment management services, where clients give TruNorth Capital the authority to buy and sell securities for their accounts according to TruNorth Capital's decisions and management in line with the client’s agreed upon investment strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.33% |
| $2.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
We may aggregate client accounts with family or business relationships in order to determine the fee schedule that applies as agreed upon by TruNorth Capital and the client at engagement. TruNorth Capital reserves the right to limit the family or business relationship aggregation policy in our sole discretion according to the circumstances.