Truesdell Wealth provides investment management through Separately Managed Accounts (SMAs) and investment advice on an hourly basis. The firm offers three fixed-cost investment management programs: Wealth Management, Investment Management, and Individual Management. Truesdell Wealth does not engage in financial planning, believing planners should be limited to drafting written plans. The firm's services are limited to those who can use the Client Portal/Dashboard and maintain a checking account with a U.S. bank.
Fee Structure
Truesdell Wealth does not charge a percentage of your portfolio. Instead, investment management fees are a fixed dollar amount per month, paid in advance. The monthly fees are:
- Individual Portfolio: $30/month
- Investment Management: $300/month
- Wealth Management: $700/month
The recommended minimum investment balance is $250,000, but exceptions may be made.