tru Independence Asset Management provides investment management and financial planning services to individuals, high-net-worth individuals, corporations, trusts, and retirement plan participants. The firm offers both discretionary and non-discretionary portfolio management, utilizing various investment types including equity securities, fixed-income securities, alternative investments, mutual funds, and independent managers. tru Independence Asset Management also provides standalone financial planning and pension consulting services. The firm operates with a network of affiliate businesses and utilizes wrap fee programs, digital platforms like Betterment, and third-party managers to service client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.5% and may include a minimum annual fee that can be waived or discounted at the firm's discretion.