True Purpose Advisors offers asset allocation investment advisory services, along with educational and coaching programs in personal finance and cash flow management. They also provide life, disability, and property/casualty insurance. For investments, True Purpose Advisors works with Matson Money, a registered investment advisory firm, to manage client assets based on risk tolerance and financial goals.
Assets Under Management$1.2M
Clients12
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.48% |
| $500K - $1.0M | 1.38% |
| $1.0M - $4.0M | 1.08% |
| $4M+ | 0.98% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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