TruNorth Capital Management is a registered investment advisor headquartered in Kalamazoo, Michigan, providing investment management and optional retirement planning services to individuals, high-net-worth families, corporations, and retirement plans. Founded in 2012, TruNorth Capital focuses on building diversified, low-cost portfolios primarily using exchange-traded funds, mutual funds, individual bonds, and certificates of deposit. The firm acts legally required to act in your best interest and does not accept commissions, operating solely on fees paid directly by clients. TruNorth Capital provides the authority to make trades without asking first based on an agreed-upon investment strategy, with client assets held by independent custodians such as Charles Schwab & Co., Inc. Retirement and financial planning services are provided at the client's request on a complimentary basis to help design long-term savings and investment strategies.
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% |
Fees may be negotiable based on individual client circumstances. Accounts are subject to a minimum quarterly fee of $1,250 ($5,000 annually), which TruNorth Capital reserves the right to waive or apply based on client situations.