True Link Financial Advisors provides investment management services to clients, either with or without the authority to make trades without asking first. True Link Financial Advisors works with clients to set investment goals, advise on asset selection, monitor investments, evaluate cash flow needs, and consult with clients upon request. The firm primarily invests client funds in low-cost exchange traded funds.
Assets Under Management$1.3B
Clients1,065
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$270M
vimeo.com/truelinkfinancial ·www.linkedin.com/company/true-link-financial ·www.truelinkfinancial.com/investment-management
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. In the case of pooled trust accounts where there are sub-accounts, the fee may be calculated based on the average daily balance in the sub-account for each sub-account of the pooled trust which in some cases may not add up to the assets maintained by the entire trust.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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